Our value investing philosophy puts strong emphasis on determining the intrinsic value independent of current trading and market valuation
Our analysis is based on 20-30 frameworks, developed out of corporate strategy concepts and then expanded upon for value investing, which have proven to explain the difference between a good and a bad business
- this is something we believe few of our competitors can match due to their short-term orientation.
These frameworks are used as a tool, they do not substitute for creative insights into a business or industry
To fit into this approach of understanding the "laws of long-term business quality" you need very strong analytical and conceptual skills -combined with relentlessness and persistence in performing ever deeper analysis.
