Investment philosophy

Craton Capital’s overarching investment advisory philosophy is based on the principle of value investing.  This is applied through a disciplined, consistent and rigorous fundamental approach.

We seek out stocks which are significantly undervalued relative to their intrinsic value and include a reasonable margin of safety. We advise investing in companies we know and understand; companies which we are convinced will deliver value to shareholders over time.

We seek to identify and quantify the risk factors inherent in any investment. Our funds encompass a global investment universe. We pay close attention to the political security of the assets, which rules out certain countries for investment.

Our advisory approach has proven successful over a sustained period of time. While it will, like any approach, face challenging periods, we are confident that it is a methodology which has stood the test of time, and will continue to do so.

As investors in the funds we manage, our interests are fully aligned with those of our clients. Whatever the market conditions, our focus is unswerving as we concentrate not on short term gains but on generating strong long-term returns in the funds.