At all times we remain dedicated to tenacity, integrity, performance, independence, humility and a long-term mindset. We believe that this approach is, and will remain, core to our success.
Six principles that guide every investment decision, client interaction, and the way we build 5AM Capital for the long term.
The pursuit of the right answer in the face of challenges, market fluctuations and uncertainty. Our emotional resilience, adaptability and steadfast commitment to continuously improve at the craft of investing.
Our tenacity stems from our love of investing. We are fascinated by business models, the markets and the investment masters. The distinction between work and play is zero.
We communicate openly and honestly with our investors. This transparency builds trust and fosters long-term relationships. We hope our partnership with investors will span multiple decades.
Integrity means always putting the client first. It dictates our fees policy and our commitment to invest alongside our clients.
Maintaining targeted double-digit returns over the long term is our top priority. We place more importance on long-term compounding than short-term performance.
Returns alone do not provide a complete picture. We measure performance on a risk-adjusted basis and will not deviate from our strategy in pursuit of short-term results.
We operate independently. We don't chase trends or rely on sell-side research. Our locations in Bondi Beach and Brisbane, away from the CBD, provide the headspace to focus on what matters most.
Our independence is grounded in objective decision-making, alignment with client interests, disciplined risk management and long-term focus.
The only constant is change. We embrace this in our search for the best businesses in the world at a fair price. We are not always right, and we have the humility to change our view when new information comes to light.
We let business merit dictate outcomes, not business favouritism.
We think, assess and invest for long-term success. We do not focus on short-term market fluctuations or chase quick profits. Our long-term mindset places emphasis on fundamental analysis.
When we invest in a business, we ask: would we be comfortable owning this company in its entirety for the next decade?
PRESERVATION · GENERATION · SUCCESSION
The principles behind every decision we make
