Our mission is simple : improve our clients lives in a significant way. We do this by using of all the best tools and technology on the market, combined with a 5 star service delivery.
We focus on long term value creation and preservation for our clients.
Warren Buffett has shaped our approach to investing. We invest in businesses based on strict criteria of financial strength, sustainable competitive advantage, attractive growth potential and solid governance. We only trade opportunistically to take advantage of market fluctuations that create more value for our clients.
Our goal is to outperform our benchmarks without taking risks related to speculation or market timing. We therefore aim to buy quality companies, operating in a sector that we consider essential to humans and having at least one sustainable competitive advantage that allows them to protect their margins and grow above the competition. Companies led by competent, ambitious, honest managers who use capital with a long-term vision to enrich shareholders.
We like companies that have shareholders and managers with significant stakes in the company, which align their interests with ours. We aim to buy these companies at a reasonable price and then hold them for as long as possible, thereby maximizing our clients’ after tax returns.