There are two foundations to Fat Prophets investment philosophy:
- The ability to formulate and articulate a long-term outlook and;
- Having the correct structural composition within a portfolio.
We believe that superior long term returns can be achieved by combining a value driven fundamental assessment of a stock’s future prospects, with underlying key trends and a top down appraisal of key macro-economic factors.
Underpinning this is a strong contrarian approach to stock selection and a fundamental bias towards value.