Our methodology Quality Value, was designed by William Higgons from 1992 onwards.
Today, our goal remains the same:
Building a portfolio of profitable investment with limited risks. We seek profitable, growing businesses (Quality), with a low market capitalization (Value).
To achieve it, we stick to this methodology to elaborate:
- tangible, measurable criteria to select our investment,
- an active management process to maintain an undervalued portfolio.
Indépendance AM’s investment universe: profitable growth AND low valuation
Building our portfolio
Our judgment relies on:
financial analysis of the business
meetings with the leaders
qualitative analysis of the market
ESG analysis of the business
We set up over 500 meetings per year with business leaders from our investment universe.
Our management focuses on a long-term relationship with the companies we invest in.
is not speculating”
Security Analysis, 1934
of the businesses received investment from our funds for more than 10 years
investment (since 2006)
is the median duration of our investments