Who Should Invest With Us

Our PMS may be well suited for investors who:

1. 01

   Trust the investment process and are comfortable staying patient through periods of market volatility, without seeking frequent reassurance during downturns.

2. 02

   Understand that markets and liquidity can have their ups and downs, particularly when equities face periods of volatility.

3. 03

   Have the patience and conviction to remain invested for a minimum of 5 years, allowing the businesses we invest in time to grow their earnings and create value.

4. 04

   Understand that equities require a different mindset from fixed deposits, with higher volatility and the potential for long-term wealth creation.

5. 05

   Take a long-term approach and look to increase their investments when markets are down, while maintaining moderate return expectations when markets are high.

6. 06

   Understand that equity returns are non-linear and that periods of negative returns are a natural part of the investment journey.

7. 07

   Recognise that market corrections and crashes cannot be predicted with certainty and do not expect us to anticipate or time them.

8. 08

   Appreciate the liquidity risks associated with equities as an asset class, especially during periods of market turbulence, and are comfortable with the challenges that may arise during such periods.

9. 09

   Understand that our preference is to buy on a rainy day and sell on a sunny day. We would rather be buyers when opportunities become available during difficult markets than be forced sellers.

10. 10

    Are prepared for the natural boom and bust cycles of equity markets and understand that portfolios may remain in the red for meaningful periods of time.

11. 11

    Understand that equity markets can experience extended periods of little or negative returns, and that such periods cannot be predicted with precision.

12. 12

    Appreciate that we do not take broad market calls or attempt to predict market movements. We generally remain fully invested.

13. 13

    Value our research and prefer us to spend our time studying businesses and finding investment opportunities rather than providing regular market updates.

14. 14

    Prefer a simple, hands-off investment experience and are comfortable with limited routine communication.

15. 15

    Understand that equity investing involves uncertainty, including periods when outcomes may differ significantly from expectations, and are willing to remain patient through the journey.

16. 16

    We are conviction-driven contrarian investors who are willing to look beyond prevailing market sentiment. Our investment thesis may take several years to be recognised by the market, or may never be recognised at all. Investors should be comfortable with this uncertainty and have the patience to stay invested through extended periods of underperformance as our long-term investment thesis unfolds.