INVESTMENT PHILOSOPHY
First, it is a Business
Our investment philosophy is grounded in the timeless wisdom of Mr Buffett & Mr Munger. In our approach, we view the market not as a flurry of paper transactions but as a dynamic business landscape. By adopting this perspective, we seek to cut through the noise, identifying solid, enduring opportunities that align with the fundamentals of a robust business rather than fleeting market fluctuations.
Second, ensure a Margin Of Safety
A cornerstone of our strategy is the unwavering commitment to a margin of safety. Why, you might ask? Because in the intricate dance of valuation, in the ever-shifting currents of the future, and amidst the inevitable human errors, we believe a margin of safety stands as our steadfast ally
Third, understand Mr. Market
We draw inspiration from Charlie Munger's insight on the ever-changing temperament of Mr. Market. Recognising the auction-driven market's oscillations between optimism and pessimism, we exercise patience, choosing to swing our investment bat only when the pitch aligns favourably with our long-term goals.
This disciplined approach allows us to navigate the unpredictable nature of Mr. Market with prudence and seize opportunities when they are most advantageous.