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"Time is the friend of a wonderful company and the enemy of a poor one"(Warren Buffett)
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The most obvious way to compound wealth is to invest in the world's best businesses. Most of the richest people in the world have generated their wealth through such means.
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The best companies have sustainably high cash returns on capital.
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They have long platforms for global growth.
They have resilient business models which deter competing forces for their products or services.
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It is important that we don't over pay for these wonderful businesses. We simply wait until they are within a reasonable price range before we buy, then we hold them (hopefully forever).
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Companies of this calibre are so rare, that when we find one at a reasonable price, we allocate a meaningful amount, sit back, relax and enjoy the journey.
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"The stock market is a transfer of wealth from the patient to the impatient" (Warren Buffett)
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The companies and brands we love:
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As one of the few firms who directly invests globally for Australian investors, Valor has a unique approach to asset management.
Australia is only 2% of the worlds markets, yet the vast majority of Australian portfolios are overly concentrated in Australian companies.
Valor strongly believes that the core part of a portfolio should be focused on what we consider the world's best businesses.
These are the globally dominant companies such as Berkshire Hathaway, Amazon, Alphabet, Facebook, Ambev, Safran and Microsoft.
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