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The approach to constructing a successful portfolio involves investing only when assets are available at a significant discount to their intrinsic long-term value. This strategy also entails selecting companies with strong dividend growth and per-share value growth that can compete or exceed market expectations. Furthermore, an emphasis on aligning with management teams that share ownership objectives and prioritize long-term business value is crucial. Typically, these investments are held for at least five years, barring any rapid changes in market valuations that align with the expected growth rate.