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Investment Philosophy
Value from Better
Returns
Superior long term investment results come from
focusing on what drives value:
companies consistently delivering a better return on the funds they have
invested - better than they used to get and better than
the returns being obtained elsewhere.
Bottom Up Approach
E.I.M. takes a bottom up approach to stock selection using assumptions which
are appropriate to longer term analysis. Investments will be subject to
cyclical influences but longer term decisions should not be dictated by short
term changes in financial markets or economic fluctuations.
Market Re-rating Opportunities
The investment managers also recognize that markets revalue companies over
time through a sequence of improved understanding as they establish a track
record of success and more widespread analytical coverage.
Independent Judgements
The managers do not want to be reliant on readily available and widely
distributed research. They want to be able to make independent judgments
based on industry knowledge and experience. To do this, they seek to
synthesize the views of investment professionals with those of industry experts
who bring a different perspective to investment decision making. The E.I.M.
investment advisory committee is a key part of the firm's unique analytical edge.
Performance Counts
E.I.M. believes that performance counts. We will
set fees in negotiation based on the specific needs of potential
clients. However, we are not afraid to have 100% performance based
rewards as a way of aligning our interests with those of our investors. |
