OUR INVESTMENTS


We invest in companies that own global brands. These companies have particular attributes that are likely to provide growing income for our clients. Many of the companies we invest in pay increasing annual dividends. Our goal is to convert our clients’ current capital into an annual dividend.


Our investment philosophy and processes allow us to buy when our targeted investments represent value. Many people know Warren Buffett as a value investor, buying “cigar butt” companies so cheap that they often had as much chance of continuing as a business or being sold for scrap. But Warren Buffett credits Charlie Munger for opening is his eyes to buying quality companies.


The blueprint he gave me was simple: Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices.

WARREN BUFFETT ON CHARLIE MUNGER


Our investment philosophy and processes allow us to buy when our targeted investments represent value. Many people know Warren Buffett as a value investor, buying “cigar butt” companies so cheap that they often had as much chance of continuing as a business or being sold for scrap. But Warren Buffett credits Charlie Munger for opening is his eyes to buying quality companies.

Additionally, through watching See’s in action, I gained a business education about the value of powerful brands that opened my eyes to many other profitable investments.

WARREN BUFFETT


Our investment philosophy and processes allow us to buy when our targeted investments represent value. Many people know Warren Buffett as a value investor, buying “cigar butt” companies so cheap that they often had as much chance of continuing as a business or being sold for scrap. But Warren Buffett credits Charlie Munger for opening is his eyes to buying quality companies.


First, brand value correlates with business success; brands with high value are more likely to increase sales and market share going forward. Second, brand value correlates with high shareholder returns. Companies that invest in brands grow their topline faster. Organic topline growth is the biggest determinant of total shareholders’ returns.

DAVID ROTH: WPP 2016 BRANDZ REPORT

SOME OF THE WORLD’S GREAT BRANDS

Click on the logos below to find out more about these great brands


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SOME EMERGING GLOBAL BRANDS


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Companies that pay dividends

Businesses that pay dividends differ from non-dividend paying shares because they pay shareholders cash on a regular basis. Companies that pay dividends can only do so because they can generate lots of cash annually that they can pay out to investors. Dividend payments are a demonstration of financial strength and shareholder orientation.

Dividends make a massive impact on investment performance. About 42% of S&P 500 total returns have come from dividends alone since the 1920’s. The fact that dividends have accounted for about 42% of total returns since the 1920’s shows just how important a factor dividends are.

About 500 US corporations make up the S&P 500 index. Of these 500 stocks, about 425 paid dividends in 2016. Many household names pay dividends, including:

  • Cola-Cola (Ticker: KO)
  • Wal-Mart (Ticker: WMT)
  • Disney (Ticker: DIS)
  • Nike (Ticker: NKE)

Dividends, when reinvested, unlock the power of compounding. Cash, in the form of dividends, generated from investments, is reinvested in shares that in turn produce more dividends. In the words of Warren Buffett, “Envision rabbits breeding.”

For example, by investing $10 000 in Coca-Cola and just reinvesting the dividend annually, you can grow your annual payout at a rate of 13,49%, resulting in a 69% higher annual dividend after 20 years.

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