Premium Portfolio – Overview
The Bellmont Premium Portfolio is a true ‘Value Investing’ portfolio in the tradition of investment greats such as Warren Buffett and Peter Lynch.
Rather than attempting to predict short-term market movements, we simply aim to acquire at a sensible price, partial ownership in a range of easily understandable businesses, with excellent economics and able, honest management, whose earnings are virtually certain to be significantly higher in five and ten years time.
We see no need to hold any particular security simply because of its weighting in a benchmark index. Instead, we analyse each investment purely on its merits and its potential to grow earnings significantly and sustainably over the medium to long term. We believe that patient and disciplined adherence to such a strategy will generate more than acceptable long-term investment returns.
- Value based investment philosophy
- Expert advice, tailored to your personal circumstances
- Comprehensive portfolio administration and reporting
- Transparent and competitive fee structure
- Individual Investments held directly