Investment Philosophy

"While it is a commodity present in everyday life, water is by no means boring. It is versatile, forever changing, and when put in the proper context, powerful. Water has the ability to adapt and dominate its environment, and to identify and exploit any gaps or flaws in a structure. When it comes to our portfolios we aim to be like water, an objective that is reflected in three facets that characterise Value Investment Partners – Flexibility, Transparency, and Opportunity."

Investment Management 1

Flexibility

Water is able to acclimatise and adjust to its surroundings, and takes the form of whatever contains it. Similarly, Value Investment Partner’s tactical asset allocation allows our investment committee to manoeuvre the VIP portfolios in such a way that enables them to either thrive or weather out a storm comfortably, depending on the present market conditions. This includes the ability to hold an underweight position in an asset class ranging down to 0% if macroeconomic factors present an unfavourable situation for the asset. The flexibility of our tactical asset allocation provides us with a competitive advantage in that we can quickly and easily adapt our portfolios to suit market conditions in order to protect our investor’s wealth.

Transparent

Clear waters are better for swimming than murky ones, as murky water will conceal any hidden dangers that you might unknowingly be swimming with. We believe the same applies for our portfolios. A lack of transparency can present many unknown risks in portfolios, even in defensive asset classes. Transparency in our portfolios is therefore a priority to ensure we and our investors know exactly where we are invested and the risks that those position present, as well as the reasoning behind both buy and sell decisions made by the investment committee.

Investment Management 2
Investment Philosphy 2

Opportunity

Given the chance, water will fill crevices and gaps when they appear. Like water, our tactical asset allocation allows VIP to capitalise on opportunities when they present themselves. The capacity to move quickly on an opportunity derives from the flexibility of our portfolios.

Investment Process

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