Arpadutch

baltoro_-_mitre_peak                                                                                                                                                                                                                                  

What makes a great business?

 

        Legacy                                    Quality                                Originality                            Tradition


Outstanding products, rock solid consumer loyalty and businesses that are easy to understand. While I continue to long for the day when we get the chance to purchase a part of these enterprises, our aim is to provide you with investment cases that last for long, are plain cheap or are going through the natural business trough | α

 

Mid-cap, small-cap or large cap, our investment ideas are not restricted to a particular market cap. One string will tie them all:

» They appear cheap, overlooked or are just having a "once a while" business cycle turbulence. 

 

Major equity and bond investment cases (will) cover:


  Financials                   Energy                       Industrials                 Materials                    C. Discretionary       Staples                       Technology

 


HOW DOES IT WORK?


 

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