How We Invest
We are active managers. That means we use our own research to invest in companies that we believe are undervalued, and continuously monitor these positions to ensure the fundamentals behind the decision to invest haven’t changed. We believe that through skill and opportunity, we can add value over and above the benchmark indices. As a result our portfolios reflect our best investment ideas and are structured to provide sustainable income and/or capital growth over the medium to long term.
Investment decisions are made from a New Zealand investor’s perspective and investments are only made following a structured process, combining both quantitative and qualitative factors. We place a strong emphasis on risk management. That is, we seek to invest in high quality, or potentially high quality companies, where the expected return from the investment, will more than adequately compensate us for the potential downside risk.
A summary of our investment philosophy is:
Call us on 0800 MINTED (646 833) to discuss what we could do with your money.