Investment Philosophy

The over riding belief of management is that the use of both fundamental and technical analysis has a greater probability of producing higher returns than either fundamental or technical analysis alone.

  • Fundamental Analysis
    • Bottom up research
    • Target 20 – 40 core investments
    • Longer holding periods
  • Technical Analysis
    • 0 – 40 trading opportunities
    • Shorter holding periods

In assessing investment opportunities the Manager uses both fundamental and technical trend analysis.

The Manager believes that Security values and prices move in trends and those Securities that display consistent fundamental and technical trend characteristics have a greater probability of producing high rates of return than Securities with inconsistent fundamental and technical trend characteristics.

The Manager believes that greater returns are made from core investments over the long term but that trading opportunities can be viewed as supplementing returns. Consequently the majority of the Manager’s time and effort will be spent seeking long-term core investment opportunities. Trading opportunities tend to be cyclical in nature and are often closely correlated with the level of activity in the market.

The Manager engages the services of a Prime Broker to facilitate the short sale of securities as well as the use of debt in employing investment strategies.