Our Philosophy

2014

When We Started
Our Journey

Our contrarian investment approach is grounded in the simple observation that people like to belong to a group or to feel part of something bigger. Humans have evolved to feel uncomfortable outwith the mainstream because, in more arduous times, a coordinated group stood a better chance of survival.

However, we believe this crowding instinct works against the best interests of an investor and that a different stance is required to profit. Accordingly, we do not attempt to follow investment fashions and instead seek investments in which we can forsee long term upside in share price performance.

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