QARP Style
The end goal is to invest in quality companies trading at attractive multiples that consistently generate wealth for their shareholders.
Undexing
Our goal is to outperform the index in the long run. We believe the best way to do it is to create a portfolio that looks very different from it.
Concentration
We are striving to achieve a balance between diversifying to remove specific risk yet not too much to avoid ending up mimicking the index.
Faible taux de rotation
Minimal portfolio churning diminishes trading costs for investors. We invest with confidence, decisiveness and tax awareness in mind.