RBOCO.COM

Independent research is the foundation of our investment approach and we believe a key differentiator from our peers. We believe in the importance of on-site company visits with senior management teams as well as the importance of analyzing competitors, customers, and suppliers... Diversification is important and we believe it can be effectively achieved by owning 20-30 companies across industries and geographies. By owning a limited number of companies, we invest only in our highest conviction ideas... We believe the market frequently misprices stocks due to misinterpretation, inattention, emotion, and a short-term outlook. Because of our long-term horizon, we can think differently from the crowd and use these opportunities to purchase businesses at attractive valuations.

Primary location: Saint Helena