Investment Philosophy
Our investment style is to manage Portfolios
in a conservative low-risk manner with an emphasis on broad
diversification. Though, the actual briefs from clients range
from ultra conservative to very aggressive.
We invest for long-term growth believing
that, while markets may be preoccupied with short-term events,
true value is most likely to be realized over a period of
time. We seek to enhance value through a willingness to make
investments, which ignore the prevailing consensus. We will,
for example, exploit the opportunities, which arise when shot-term
factors leads to the under-pricing of long–term value.
Kakawa’s investment philosophy will guide all investment
decisions and direct all activities of the fund.
The guiding precepts are as follows:
