Long-term investments will always out-perform an investment approach based on short-term speculation
Investments should be made after undertaking deep research on the sector, company and management
Extreme market environments provide opportunities for entry into otherwise fully priced opportunities
Constructive engagement with management provides an opportunity to drive alpha returns and manage risk
Specialization is necessary for any manager to succeed as the world is flush with many complex possibilities
Avoiding capital loss in any investment is as critical as discovering the winners who can drive overall returns
