Investment Philosophy

Investment Philosophy

A sustainable structure of operation will be meaningless without sustainable ways of creating value. Through making business analysis and carefully making investment at fair prices, we believe a reasonable return will be achievable.

01.

Foundation

All investments begin with the fundamental principle of acquiring assets at a low cost and selling them at a higher price. However, moment-to-moment fluctuations of financial markets proved that price does not reflect “value.”

02.

The Question

This raises a critical question: For an asset whose price does not reflect its ‘value,’ how can we determine if the price is low or high? As Benjamin Graham stated, in the long run, the market will weigh company value instead of people’s emotions.

03.

Focus

By purchasing great companies at reasonable prices, we have a solid foundation to believe that their companies’ prices will grow through time as their intrinsic “value” increases. As Warren Buffet put it, “Time is the friend of the wonderful company, the enemy of the mediocre.

Investment Core Value

Building on a strong foundation with exceptional companies and fair valuations, even when the short-term market may not immediately reflect the underlying value of this strategy, we believe in the capability to provide long-term gains in sustainable and efficient ways.

Understanding

A deep understanding of a business is critical for discerning truly exceptional companies. This knowledge enables us to make informed & confident investment decisions.

Exceptional Businesses

Investing in high-quality companies establishes a solid foundation for long-term growth. These businesses inspire confidence that their intrinsic value will appreciate over time.

Buying At A Fair Price

Investing at a fair valuation creates the conditions for our capital to grow in tandem with the company’s intrinsic value & provide meaningful returns over the long term.

Emphasizing Vigilance

Even with fairly priced investments, market crises can significantly impact past performance. Remaining vigilant and cautious is key to safeguarding all parties’ success.

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