Beulah Capital will concentrate on companies which we believe can deliver superior returns over the medium to long term.
Beulah Capital’s investment philosophy focuses on the following factors:
• The market is broadly efficient over the longer term and will reward companies that demonstrate sustained outperformance. Despite this, there will be periods of over and undervaluation on a cyclical basis. Within these periods opportunities exist to protect and to acquire quality assets at attractive valuations.
• Our thematic top down approach combined with bottom up stock selection targets companies that have demonstrated a track record of strong earnings growth, capable management and robust or dominant business models within an attractive industry.
• Transparency in investment structures, processes, identification of investment risk and the examination for similar qualities in the management of companies is a very important consideration in our assessment of investments.
• Investment liquidity, tax implications, investment costs and performance leakage issues will always be considered in our investment recommendations.
• The diversification of risk and the likely return opportunities for the risk taken is assessed to ensure the suitability of recommendations for individuals.