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