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Investment Process

We buy good business.

Firms with established products, long track records, competitive advantages, strong balance sheets and the ability to service debt levels in various economic scenarios.

Develop a model generating a 3 year IRR.

Ranking stocks according to potential returns.

Potential investments are thoroughly vetted against third party research, management interaction and by our in-house investment committee.

The process is dynamic. Models and valuations are constantly adjusted as new information flows in.

Regular Portfolio and Investment Committee meetings are held to review our models and provide constant feedback.

NVest follows a common-sense to investing combined with a rigorous valuation methodology to produce superior investment returns. We look to take advantage of divergences from intrinsic value while at the same time mitigating risk via constant vigilance.

Investment Philosophy

Solutions

Whether you are a private investor or an independent financial advisor, NVest Securities has a range of Offshore and Local Investment Solutions tailored to suit your or your clients’ financial goals.

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