Investment Process

The investment process of The ValueInvest Team is a disciplined, research-driven bottom-up investment process, focusing on the fundamental solidity of businesses and assessment of the embedded risks. The strength of the process comes from independent and unbiased thinking. It is backed by an intensive in-depth fundamental analysis centred on understanding the nature and sustainability of how the businesses are creating value, including the associated risks.

The primary task is to identify businesses capable of sustaining the highest levels of wealth generation. We are concerned with the volatility of the operating profit attributable to the invested capital, since this volatility may result in a permanent loss of capital. Investing in companies with potential to enhance their quality features or businesses undergoing restructuring, demands higher risk premiums.