“The market is never wrong.
Opinions are.

Jesse Livermore

Investments

Long Term Investments

Long Term Investments

The investment blueprint is built on a decade-long refinement of a disciplined equity selection framework.

This methodology reflects the belief that true value creation in markets comes from identifying resilient businesses with robust free cash flow, high margins, and a margin of safety embedded in their balance sheets. Through this lens, dozens of opportunities are distilled into actionable, quality investments.

Quality stocks with improving financial metrics where the stock price has yet to react usually outperform the market.

Expected Equity returns

15%-20%

p.a. over a 3 year horizon

Typical asset allocations

Investor
60% equities
30% bonds
10% cash

Traditional Equity investing with the aim of beating the market over a 2 to 3 year time horizon

Capital Guarantor
90% bonds
10% cash

Fixed Income investing in Bonds and credit securities with the aim of earning a higher percentage than the risk free rate

Family office
50% bonds
25% alternatives
15% equities
10% cash

Capital preservation is paramount with a very long term view