“Selling your winners and holding your losers is like cutting the flowers and watering the weeds.”
Peter Lynch

Strategy

My investment approach is not a complex formula; it is a discipline built on three essential pillars. I seek:

  1. Visionary Leadership: Management with a founder’s mindset, soul in the game, and an unwavering commitment to the entire stakeholder ecosystem.
  2. Commanding Market Presence: Companies that dominate their sector with structural advantages.
  3. Reinvestment Power: The capacity to redeploy capital at consistently high rates of return.

“Articulating this stuff is easy. Internalizing it is not”
Nick Sleep

Six Principles of Value Investing

  • Business Owner Mentality: When you buy a stock, you are not just acquiring a tradable asset; you are buying into part-ownership of an actual business. We analyze the business, not the paper.
  • Mr. Market as a Servant: Mr. Market is an allegorical figure representing market fluctuations—manic one day, depressive the next. He is your servant, not your master. We look to take advantage of his daily offers only when they serve our long-term investment strategy.
  • Margin of Safety: The three most important words in investing. We only invest in businesses at prices substantially below their intrinsic value
  • Circle of Competence: There are no extra points for difficulty. We stick to what we understand. We define the boundary of our knowledge strictly and operate only within that circle where we can make the most informed decisions.
  • Focus on Opportunities: Like a fisherman choosing the best waters, we do not cast our nets blindly. We focus on opportunities where the odds are most promising, hunting for undervalued companies with strong fundamentals.
  • Wealth Preservation and Growth: The ultimate aim of value investing is to increase purchasing power over time. We achieve this by owning dynamic businesses capable of thriving in robust economic environments, thereby preserving and growing wealth through the ownership of productive assets.

“There’s no secret to wealth—live simply, save your money, and invest wisely.”
hetty Green