Investment approach
Investing in a concentration of healthy, undervalued stocks will deliver the best performance outcome to investors over the long term. Tim Lincoln, Managing Director
A philosophy built on Financial Health
We believe Financial Health is the number one indicator of a company's future performance potential. Our investment approach screens the stock market for fundamentally superior investment opportunities while avoiding potential disasters.
Our disciplined investment approach derives a set of investment possibilities, which display high-growth potential, excellent financial health, low insolvency risk and are undervalued relative to the market.
Informed analysis and interpretation
Financial Health is an excellent starting point, but it doesn't end there.
Our multi-layered investment approach includes bottom-up qualitative analysis to assess the earnings and share price outlook for each investment candidate. This includes analysis of company activities, industry dynamics, management strategy and risk factors.
Valuations are performed using a variety of methods to calculate a price target for each investment candidate. We aim to take advantage of mispricing between a quality company's fair value and its current share price.
