We undergo a rigorous investment process to weed out poor investments and isolate strong performing opportunities. We are focused on tax effective investing by recycling capital and using any losses to offset tax payable.

1. We start with a universe of Listed and Unlisted opportunities 
   Of the many potential investments in the market, we undergo a screening process to identify high quality opportunities.
2. We screen companies with a Minimum Standard
   High quality companies perform better than poor quality companies over the long term. We set a minimum quality benchmark for companies to be included in the portfolio.
3. We build a Financial Model and calculate the company’s Valuation
   By understanding a company’s financial performance, we can understand the risks around investing in the company. Companies tend to trade around their intrinsic value overlaid with fluctuations in market sentiment.
4. Each company is assessed on Risk, Return and Timeframe
   The investment must stack up on a risk adjusted basis and deliver the required return  over the expected timeframe.
5. Our resulting Portfolios are Concentrated
   The above process delivers a concentrated portfolio of high conviction investments.

We re-cycle capital when the investment thesis plays out which drives strong returns. Our focus is strong absolute tax effective returns.

Diagram of our Investment Process