1. Financially Resilient Businesses
Companies with strong balance sheets, durable business models, and the ability to withstand economic and market volatility.
2. Attractive Valuation
Businesses that are currently undervalued or overlooked by the market relative to their long-term prospects.
3. Sustainable Dividend Income
Companies with a history of paying and growing dividends, providing income and downside protection during volatile markets.
4. Returns Above Risk-Free Alternatives
Target long-term investment returns that exceed government treasury bond yields while maintaining prudent risk management.
5. Long-Term Ownership
Typical holding period of five years or longer, allowing business fundamentals and compounding to work over time.
6. Disciplined Profit-Taking
Positions may be reduced or sold when share prices appreciate significantly beyond fundamentals, particularly when gains exceed 50% within a year.