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About Us
What We Do
Our Three Pillars
Investment Philosophy
Risk Management
Who We Are
Contact Us
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Our Three Pillars
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What We Do
Our Three Pillars
Our Three Pillars
A Unique Inflation Focus
Equities of traditional businesses operating in inflation-favourable sectors that are still deeply discounted to their intrinsic value due to broader investor inertia in embracing the ongoing inflation paradigm shift.
Deep Value Investing
Practicing Deep Value Investing in a world where value has started to meaningfully outperform growth investing. The deflationary period of the past 20 years skewed this normality to the benefit of growth equities and fixed income. In the coming years, it is our firm belief that value investing will be dominant.
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An Investment Team that has a robust, outstanding track-record and trading experience across a wide range of financial instruments.
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