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
Arrow of Performance 