Investment Strategy: Our Opportunity – December 2016

Investment Strategy: Our Opportunity

“Don’t judge each day by the harvest you reap but by the seeds that you plant” – Robert Louis Stevenson

Investors, both in managers and in companies, have a very difficult task: make commitments today in the hope of getting a reward in the future, amidst imperfect information. Making matters worse, progress is not linear and therefore, early investment results aren’t necessarily indicative of the ultimate outcome. So the intelligent investor needs to have a clearly defined investment strategy and execute it with intensity and discipline.
At Somar we follow a proven Investment Strategy rooted in 3 key beliefs:

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