Slater Investments believes that investing in growth shares using value filters provides the optimal combination of risk and reward in the long term, particularly when combined with focus, discipline, intellectual rigor and a healthy dose of common sense.
Our focus is on buying shares in companies based on sensible fundamental criteria with a considerable margin of safety and holding them on a long term basis. We strongly believe that those rare companies that are able to grow dynamically irrespective of the macroeconomic challenges will be disproportionately rewarded over time.
As long-term investors, we use ESG factors to help to identify companies positioned for strong long-term performance. As a business we approach ESG integration from a practical perspective, considering these issues against the backdrop of investment time horizon and goals of each portfolio.