Investment Approach
Value compounds with time and discipline.
Valtress was founded on a simple, enduring belief that true value endures, and that disciplined capital can be built to last.
The firm
Valtress is an independent investment firm investing proprietary capital with a long-term perspective.
Our vision
To build an enduring investment institution defined by disciplined capital allocation, sound judgment and the ability to compound capital over generations.
Our approach
We invest where we believe the relationship between value, quality and risk is attractive, and where patient capital provides an advantage.
What we do
Equities
Fixed Income
Private Opportunities
Investment Advisory
Investment principles
Understand before we invest.
We commit capital only where we believe we understand the business, asset and principal risks.
Size risk so we can sleep at night.
We manage risk so that no single investment or outcome can threaten the firm, and so that we are never anxious about survival.
Never overpay for quality.
We recognise that a good business is not automatically a good investment. What we pay determines the return we can earn.
Think in years.
We are prepared to be patient where the underlying value of an investment requires time to emerge.