OUR VISION

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.

OUR INVESTMENT PHILOSOPY

Direct Investment

We manage your tailor made equity portfolio. As such we aim to invest into companies that we know well and that are undervalued.

Efficient and low cost

We are investors, not traders. Our Strategy is focused on the long-term success.

  • Low Banking Fees
  • Low Transaction Fees
  • No Retrocessions
  • Fair Management Fees
  • Tax Efficient

Long-term horizon

Investing works only medium to long term. 

We focus on the equity risk premium (No Casino Risk).



Unfashionable Investments

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.