Overview
The Myth of Efficient Markets
A peep into what is wrong with the most popular Financial Theory. For this, we draw extensively from the experiences of our living legends - Warren Buffett & Charlie Munger.
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We are essentially "Value Investors" - we believe that there could be very significant differences between the Intrinsic Worth and Market Capitalization of companies. The fact that it is widely believed and taught that the Markets are "Efficient" is of little concern to us.
Our approach is based on a combination of top-down and bottoms-up analysis. Using our extensive knowledge of the developing economic situation gained from our research for consulting services, we identify appropriate Asset classes and Industry segments that are likely to do well in the decade ahead. We then use a typical “Graham” approach to identify companies that are quoting at large discounts to their intrinsic value. Ours is a largely a passive investment strategy with very little portfolio turnover.