Philosophy  |  Strategies  |  Investment Team

KBSH is committed to providing exceptional investment management solutions and consistent long-term performance, through a disciplined investment process, centered on fundamental analysis and superior security selection.

KBSH's investment style with respect to equity selection is to stress quality long-term growth companies world-wide. Our equity process is based on both a bottom-up and top-down security selection with active country and regional allocations being a result of this process. Macro variables such as regional growth dynamics, economic outlook and political environment are also examined on the asset allocation level to evaluate potential market returns and determine appropriate country/industry diversification guidelines.

Securities selected within our portfolios provide a combination of strong revenue and earnings growth, superior cash flows, high return on equity and reasonable valuations. Key considerations include an assessment of management, competitive and industry dynamics, integrity of accounting policies and quality of the balance sheet.