At Gavin Ross & Co, we are the first to admit we have a one-track mind when it comes to investing. We're interested only in the underlying (intrinsic) value of the businesses in which we invest. There is good reason for this.

By investing from a business perspective, we are able to intelligently exploit the market, rather than simply gamble on future trends.

The discipline of investing from a business perspective has made us one of Australia's most successful long-term portfolio management firms. And it has made our clients very happy people. Value Investing comprises of five core principles, or Laws, centred on two guiding themes — "How to value a business" and "How to think about the market".