Views worth sharing

Here are some of our thoughts on the industry and investments.

• Investment Philosopy
  Share prices follow long-term cash earnings. The analyst’s objective is to identify companies which trade at low, long-term cash-earnings multiples.
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• What do we look for in an investment?
  When we visit potential shareholders, one of the first questions that tends to be asked is ‘what do we look for in a company?’
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• Consumer Goods and Saracen Global Income & Growth
  Saracen Global Income & Growth Fund’s (SGIG) largest exposure is in a cluster of market leading global consumer goods companies.
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• Risk Measures Must Reflect Value
  Risk has never been so topical. With many expressions, the concept of risk is rarely applied in a manner which assists investors in acquiring an investment and constructing a portfolio.
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• Meeting Management
  Our investors often ask our thoughts on meeting company management.
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