Investment Strategy
CCM’s investment strategy of investing in high quality businesses at attractive prices is highlighted by the following points:
- Understanding that: “Capital appreciation is important but capital preservation is paramount”
- Focus on capital growth but with an eye towards “capital preservation”
- “Top-down, bottom-up” investment approach
- Rigorous investment selection process that emphasizes in-depth research
- Specific investment criteria that favor high quality companies which are trading at attractive prices
- Long term investment horizon supported by long term investor capital