Investment Approach - Whitefield Capital Management | Whitefield Capital Management

Our Investment Philosophy

Value Enhancing Management

Focus on management that can realize or consistently create value for shareholders

Long-Term with Active Review

Close monitoring & review while adopting a long-term approach

Right
Valuation

Valuation commensurate with quality and prospects for entry and exit

Scalable Businesses

Focus on scalable business with sustainable growth prospects

Conviction Investing

Founded on understanding of business and management

Our Investment Process

Anual
Report
Anual Report
Management
Meetings
Anual Report
Company
Visits
Anual Report
Industry
Reports
Anual Report
Macro or
Social Trend
Anual Report
Valuation
Screens
Anual Report
Inputs
Research
High Conviction Ideas
Watchlist
Attractive Entry Price
Portfolio
Exit Condition Triggered
Exit

Quantitative Assessment

Growth
Profitability Margin Trends
Financial Strength
Capital Management
Cashflows
Return on Capital
Valuation History & Peers

Qualitative Assessment

Industry
Circle
Earnings
Sustainability
Management Direction & Execution
Corporate
Governance
Business
Model
Industry
Moat
Competitive
Position

Monitor

Business
Performance
Share Price
(For Entry Point)

Monitor

Industry
Development
Company
Performance
Sector
Weighting
Position
Sizing
Stock
Valuation

Exit Conditions

Target Price Triggered
Long-Term Fundamentals in Decline
Better Opportunities

Learn more about our Fund

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