Our philosophy is to buy high quality businesses earning high returns on capital employed; with favorable long- term prospects; run by competent management teams; and available at significant discounts to their underlying intrinsic values.

Our stock investing approach is summed as follow:

  • Think of it as a business
  • Forget Market forecast
  • Think in terms of probability
  • Use different parameters to measure the business
  • Bet heavy
  • Invest for the long term