Library

Carry the wisdom of investment legends in your pocket, always within reach.

"In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time -- none, zero. You'd be amazed at how much Warren reads--and at how much I read".

Standing on the Shoulders of Giants

Inspired by the greatest investors before us, we’ve learned through extensive reading. Visit our book section to explore alongside us—understanding our approach fosters a long-term, collaborative investment journey.

Intelligent Investor by Benjamin Graham

This book lays out the foundational principles of value investing, emphasising the importance of intrinsic value, margin of safety, and a disciplined approach to market fluctuations. Graham's teachings guide one to look beyond market noise, focusing instead on long-term investment strategies that are grounded in thorough analysis and patience, which aligns perfectly with the goal of achieving steady, risk-adjusted returns for clients.

Rich Dad Poor Dad by Robert Kiyosaki

This book introduces fundamental financial literacy concepts, highlighting the difference between assets and liabilities, and the mindset of the rich versus the poor. It inspires one to think about money in terms of generating passive income and investing in financial education, which resonates with our aim to build wealth through smart, informed financial decisions.

The Little Book of Value Investing by Christopher H. Browne

This guide delves into the nuances of value investing, advocating for a meticulous approach to selecting undervalued securities worldwide. It encourages a skepticism towards short-term market trends and popular investment advice, promoting instead a deep dive into financial statements and intrinsic value assessments. This resonates with our philosophy of cultivating patience and discipline for sustained, risk-adjusted returns for clients.

Contratrain Investment Strategies by David Dreman

Diving into the world of contrarian investing, this text by David Dreman teaches us to capitalise on the market's emotional swings. He shows how by swimming against the current, focusing on stocks with low P/E ratios and high dividends, one can find gems overlooked by the masses. It's a lesson in patience and skepticism towards market euphoria, resonating deeply with our investment philosophy where we aim to secure significant gains for clients by embracing what others fear.

Margin of Safety

by Seth Klarman

Exploring Seth Klarman's philosophy is like being handed the keys to a fortress of investment wisdom, where safety is the watchword. His approach is grounded in the principle of buying assets at a significant discount to their intrinsic value, offering a buffer against the unpredictable winds of the market. Klarman doesn't just talk numbers; he speaks to the psychology of investing, the discipline required to wait for the right moment, and the humility to acknowledge what we don't know.

The Dhandho Investor

by Mohnish Pabrai

Mohnish Pabrai serves up a blend of ancient wisdom and modern investment strategy, where the art of making money is distilled into a philosophy of minimal risk for maximum gain. He borrows from the success stories of the Patel community, highlighting how they've turned low-stakes, high-potential ventures into a formula for wealth. This book's lessons on patience, deep value, and concentrated bets echo in our own approach, guiding us to seek out rare opportunities that can benefit clients with little downside.