BT: Our overriding investment philosophy is really long term. Value focused.
MF: We look for financially strong companies and we want companies that can withstand the cycles.
BT: Well managed good companies, well positioned in their industry.
MF: Whether that be a brand, a franchise, something unique. We tend to talk about a company with a high quality business foot print.
GD: AFIC’s portfolio management really seeks to provide two elements of return, one capital growth over long term but also to provide a steady stream of fully frank dividends that grow over time.
BT: In the process we want to achieve that with security and with a proper level of diversity.
MF: We take a long term view of our investments. We are a true investor.
BT: We’re not short term people, we’re not essentially traders, we look for really first class companies; well managed ones with good opportunities. And we buy them, and tend to hold them.
BT: We do a lot of research. We receive a lot of material. An investment portfolio needs to be monitored all of the time, and that’s what we do.