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Because
preservation and the conservative growth of
accumulated wealth are the overriding
objectives of our clients, they are also key
factors in determining the composition of
our clients’ portfolios. When we invest in
companies on behalf of our clients,
preference is given to those exhibiting:
We
undertake independent research to assess
and evaluate the value and economics of
each company, along with the industry in
which it operates.
The
final decision to invest in the company
is made based on that company’s ability
to complement a portfolio which has been
created to provide long term consistent
returns with a minimum of variability of
those returns.
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