Investment Philosophy

Investment Philosophy

The Concise investment philosophy is based on the premise that the underlying worth of a company is determined by the fundamentals that drive a company’s future earnings profile.

Concise believes that markets can be inefficient in the short term and share prices may not reflect a company’s fair value.

By applying a detailed understanding of a companies business, coupled with experience in the markets, these short term opportunities can be exploited. Concise believes incorporating this knowledge in a transparent and disciplined investment process will lead to sustainable investment performance.

Concise Asset Management looks for:

  • Growing cash flows
  • An ability to reinvest for higher returns
  • Dividends to be an important part of total return
  • Conservative Balance Sheets