The Value Investment Partner Philosophy

The Global Financial Crisis has shown us that a lack of transparency can present many unknown risks, even in defensive asset classes. We believe in providing investors with the peace of mind of knowing the entire composition of their portfolios at any time and regular portfolio reporting to communicate our views, approach, and delivered outcomes.

These frustrations include a:

This belief has reinforced our investment philosophy of delivering excess risk-adjusted returns by undertaking an active approach of investment within undervalued assets with a focus on wealth preservation and risk reduction.