The investment strategy focuses on businesses within the ASX 300, investing in a combination of direct shares, listed investment companies (LIC’s) and exchange traded funds (ETF’s). When investing in the stock market we are of the belief that it is imperative to employ a strategy, a plan of attack that has the potential to improve one’s chances of achieving success.
We pride ourselves on being patient and vigilant. Share prices fluctuate for all kinds of reasons but while Companies don’t necessarily change in value over short periods of time, sentiment often does. For that reason, we have a conservative investment philosophy and will only look to deploy cash when then risk and reward profile makes sense.