We use the principles of value investing to manage stocks for a select group of individuals.

We study companies' fundamentals, perform valuations and then buy stocks for your portfolio that we believe are trading at a discount to their intrinsic value.

Accounts are managed on a non-discretionary basis. This means that all security buying and selling decisions are referred to you for your final approval before any action is taken.

Full discretionary management is available for clients who prefer this option.

Investor reports and statements

As part of our service, you will also receive our quarterly investment report. This report will show the current value of your portfolio and details of all transactions — buys, sells, dividends, etc. — in your account.

Furthermore, at the end of each financial year, you will receive a complete tax statement of all transactions in your account showing realised gains, losses, income and expenses.

You have total security

At all times, your funds will remain separate and distinct from our other clients’ accounts. We do not pool funds. Your investments will be registered directly in your name (care of our address).

Furthermore, investment income will be banked in a Cash Management Account (care of our address) over which you have sole signing authority.