The Benjamin Graham / Warren Buffet approach of "value-investing" best characterises the investment style of the firm. we always focus on research and company fundamentals and our investment philosophy is founded upon on-going fundamental research on Australian listed companies.  A number of quantitative filters on company fundamentals are employed to identify intrinsic value and invest where a "Margin of Safety" exists with an overarching ethical ESG filter.

 

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What are our offerings:

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We offer the following services:

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MARKET & STOCK RESEARCH

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• Both top-down industry and geographical segmentation and bottom-up fundamental analysis. 

• Applying Value-Investing criteria with risk-weighted exposure to 'growth at a reasonable price'.

• Stock filters of the key public exchanges, by macro-economic factors relating to industry and geography and by company-specific factors (i.e. ethical ESG criteria, ROE, core franchise, earnings growth, management and balance sheet).

• Valuations of specific stocks including margin of safety analysis

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CONSULTING & ADVISORY

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• Providing ethical and ROI focused advisory and consulting support required by clients.

• Preparing specific research reports and analyses.

• Specific target company reviews on financial and ESG criteria.

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