Our investment philosophy is simple, time-tested and intuitive.

From a universe of over 20,000 companies, we narrow the list down to about 600 companies that we believe have a sustainable competitive advantage. This often means they have a unique product or service, high customer retention, a reputable brand, high market share, exceptional management and solid growth prospects into the future.

From our list of 600 companies that meet our Quality standard, we select companies for each of our portfolios; Core Stock, Global Dividend, Growth Stock and Value Stock.