Our most important aim is to reward and protect our investors by making opportunistic long-term investments based on proactive investment research and a disciplined strategy. We believe that art of investing also requires creativity and flexibility. At NEWBOLD Limited, our reasoned intuition frequently compels us to reach beyond the face value of a company story and identify both good and bad business models.
We focus to find companies that are undergoing positive changes in their business models through personal contact and long-standing relationships with corporate management teams.We also seek to uncover earnings power that may have been previously underestimated. This versatile approach helps keep us from becoming complacent in our investing discipline. We maintain research expertise in industry sectors where we believe there are enduring growth prospects and attractive valuations.
Understanding the story of many companies within an industry permits us to draw analogies and to delve into contrasts, helping us to determine which companies have the best and worst business models.