VQ’s extensive research guarantees us the confidence to maintain substantial holdings during corrections. It has enabled them to prosper in volatile markets by taking advantage of market opportunities without incurring unnecessary risks. However, the aim is to generate risk-adjusted, better, absolute returns – a balanced approach that increases wealth for long-term investors.
Investment Framework:
- Large Addressable External Opportunity
- Sustainable Competitive Advantage
- Scalable Business Model
- Management with Integrity and capability
- Valuations with Margin of Safety