Offerings for retail investors are diversified across - PMS, Mutual Funds, Fixed Income, Retirement Planning, Financial Planning, Wealth Management & AIF. Investment firm formed with the vision of value creation for retail investors. We seek to create positive economic impact and long-term value for our investors and the companies we invest in. Our investments are designed to preserve and grow our
limited partnersโ capital, providing financial security to individuals, and other institutional investors. Offerings for retail investors are diversified across - PMS, Mutual Funds, Fixed Income, Retirement Planning, Financial Planning, Wealth Management & AIF.
๐ข๐๐ฟ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ฃ๐ต๐ถ๐น๐ผ๐๐ผ๐ฝ๐ต๐ -
We find low-priced value by asking our-self some questions when we evaluates the relationship between a stock's level of excellence and its price. We keep 5 parameters in mind but these are not the only things we analyzes, but rather, a brief summary of what we look for in our investment approach. Company Performance - We always look at ROE to see whether a company has consistently performed well compared to other companies in the same industry. ROE is calculated as follows: ROE = Net Income รท Shareholder's Equity. The investor should view the ROE from the past five to 10 years to analyze historical performance. Company Debt - We prefer to see a small amount of debt so that earnings growth is being generated from shareholders' equity as opposed to borrowed money. The D/E ratio is calculated as follows: Debt-to-Equity Ratio = Total Liabilities รท Shareholders' Equity. This ratio shows the proportion of equity and debt the company uses to finance its assets, and the higher the ratio, the more debtโrather than equityโis financing the company. A high debt level compared to equity can result in volatile earnings and large interest expenses. For a more stringent test, investors sometimes use only long-term debt instead of total liabilities in the calculation above. Profit Margins - A company's profitability depends not only on having a good profit margin, but also on consistently increasing it. This margin is calculated by dividing net income by net sales. For a good indication of historical profit margins, investors should look back at least five years. A high-profit margin indicates the company is executing its business well, but increasing margins mean management has been extremely efficient and successful at controlling expenses. Commodity Reliance - You might initially think of this question as a radical approach to narrowing down a company. We, however, sees this question as an important one. We tends to shy away (but not always) from companies whose products are indistinguishable from those of competitors, and those that rely solely on a commodity such as oil and gas. If the company does not offer anything different from another firm within the same industry, we see little that sets the company apart. Any characteristic that is hard to replicate is what we calls a company's economic moat, or competitive advantage.The wider the moat, the tougher it is for a competitor to gain market share. Is it Cheap? - Finding companies that meet the other five criteria is one thing, but determining whether they are undervalued is the most difficult part of value investing. To check this, an investor must determine a company's intrinsic value by analyzing a number of business fundamentals including earnings, revenues, and assets. And a company's intrinsic value is usually higher (and more complicated) than its liquidation value, which is what a company would be worth if it were broken up and sold today. The liquidation value doesn't include intangibles such as the value of a brand name, which is not directly stated on the financial statements. We determine the intrinsic value of the company as a whole, then compare it to its current market capitalizationโthe current total worth or price.
๐๐ถ๐๐ฐ๐น๐ฎ๐ถ๐บ๐ฒ๐ฟ: The investments discussed or recommended in the market analysis, research reports, etc. may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and only after consulting such independent advisors as may be necessary.
