We believe that a well-diversified portfolio of unfashionable, cheaply valued and well managed businesses with strong fundamentals will outperform any other investment strategy in the long-term.
We manage your tailor made equity portfolio. As such we aim to invest into companies that we know well and that are undervalued.
We are investors, not traders. Our Strategy is focused on the long-term success.
Investing works only medium to long term.
We focus on the equity risk premium (No Casino Risk).
As long-term investors we look for undervalued quality investments that trade at a discount to the market. Unfashionable industries or situations allow us to find such investments.
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