IT’S FAR BETTER TO BUY A WONDERFUL COMPANY AT A FAIR PRICE THAN A FAIR COMPANY AT A WONDERFUL PRICE.

Warren Buffett

The companies we keep

Very few do what we do. As Australia represents only 2% of the world’s stock markets, VPW takes a holistic approach to wealth creation, by having the knowledge and expertise to go beyond what’s in our backyard.

Using a unique wealth creation technique, we look to the global market place; with particular interest in established, stable international companies, with solid long term growth opportunities. Companies such as Coca Cola, Berkshire Hathaway, Walmart and Google, to name a few – those that are not seen in the average local investor’s “blue chip” portfolio.

We look for businesses that have competitive advantages that provide a level of security that protects your investment – businesses with a “protective moat”, i.e. a strategy with built-in barriers to competitive ‘invasion’ through distinctive advantages such as:

  • Lowest level production costs (i.e. Walmart)
  • Heritage and longevity prospects (i.e. Coca Cola)
  • A network effect that blocks competitive entry to market (i.e. Visa)
  • A process that is difficult to replicate (i.e. Platinum Asset Management)

Valor’s eight pillars of investment

We understand that not everyone is as well versed in the financial market as we are, so we aim to provide simplicity to our service philosophy by offering the following.