What we believe

We believe that it is possible to outperform the market in the long term through a well considered, consistent and flexible investment approach.

We believe that it is possible to both protect your capital and earn superior investment returns - at the same time.  It is not an either/or proposition.

We believe that equities should be the overwhelming portion of one's investments, regardless of age.

We believe that investors 'over value' (and confuse) current 'yield' at the expense of capital growth (and at the expense of their own wealth).

We believe that short term price fluctuations are irrelevant to the assessment of risk; that investors, in their pursuit of low volatility, are constantly suboptimizing.  Our view is that risk is the prospect of a decline in intrinsic value.

We believe that it is pointless to worry about what everyone else is doing in the market (trying to guess where traded prices are going); in the long run, intrinsic value is what matters.