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Equities
At BLI, we invest with an entrepreneurial mindset. For us, each investment represents a stake in a company's capital, not simply the purchase of shares on the stock market. This conviction guides our search to create long-term value and involves the implementation of a disciplined investment methodology based on certain key principles.
We look for high-quality companies with sustainable and defendable competitive advantages: a strong brand, customer retention, technological expertise, network effects and cost advantages. These quality differentiators put the company in a position of strength and protect its long-term profitability.
We favour companies with transparent, high-quality business models that are capable of generating profitable growth over the long term. This focus on ‘quality growth’ leads us to companies that effectively transform their investments into sustainable value creation.
We rigorously analyse the quality of the company’s management decisions such as investments in growth, acquisitions, and returns to shareholders. These capital allocation choices influence the company’s future development and financial strength.
Our valuation model determines the intrinsic value of each company. We only invest when the share price offers a significant discount to this value, thereby creating a safety margin that limits the risks and optimises the potential for performance.
The effectiveness of our active management is based on our expertise in our areas of specialisation. By focusing on markets and companies that we thoroughly understand, we maximise our ability to identify genuine opportunities while preserving our investors' capital over a full market cycle.
This rigorous methodology allows us to build portfolios around our best convictions while controlling risk. By giving our selected companies enough time to deliver on their potential, we create sustainable value for our investors while retaining the necessary agility to adapt our positions to meet changes in the market environment, the companies’ fundamentals and their valuations.