Growth Biased
Focused on investing in Quality business that can deliver sustainable high growth over medium term to long term. Be selective in cyclical business. Risk Management is central to Investment Management.
Sustainable Quality Growth At Reasonable Price (SQGARP)T
Sustainability
Companies with sustainable and durable business models
Quality
Superior quality businesses as demonstrated by Competitive edge, Pricing power, ROE, FCF. Good quality and competent management teams
Growth
Business that can deliver superior growth over medium to long term
Price
Ability to invest at reasonable valuations. Fair value approach to valuations. Focus on economic value of business.