As an independent investment boutique, we pursue a consistent deep value approach. The focus is on safety of principal and an adequate return. We purposely distance ourselves from mainstream market chatter. We invest countercyclically and for the long term. This makes us independent and allows us to act free of bias or trends. Our independence enables us to implement well thought-out strategies free of prejudices and trends.
The intelligent investor is a realist who sells to optimists and buys from pessimists.