Philos Partners employs a low-risk approach to equities investing, guided by consistent, objective, and rational decision-making. Our portfolio is subjected to a stringent set of investing criteria with the goal of providing good risk-adjusted returns to our clients over time.
The following are our guiding principles:
- Invest in cash-generating, well-established companies that are market leaders in key products and services.
- Require that investments be purchased at a price that is less than our assessment of intrinsic value* at the time of purchase (e.g., a margin of safety** in the stock price).
- Invest in fewer companies to reduce the risk of unanticipated company-specific problems, and only in companies that meet stringent business and value standards.
- Think like a business owner or operator by holding a stake in a company for an extended period of time to compound wealth and reduce transaction costs.
Discover how we strike a balance between environmental, social and governance (ESG) concerns.