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The central thesis is that investors are too short term and that buying strong, growing companies on attractive valuations for the medium to long term is the most profitable and consistent way to gain exposure to equities.
The prime valuation methodology used is price to earnings. The earnings number that they use is over 5 years. This is therefore the crucial forecasting number in the investment process and Edinburgh Partners monitor their performance closely in this regards. For each company that they research they derive a base, best and worst case outcome.
Robertson constructs a portfolio and whilst this is largely stock picking fund he is pragmatic about being extremely underweight areas of the market and risk in general. The fund has traditionally been run with a low tracking error and a relatively high beta. Out performance is generated primarily through stock selection.
The process was developed largely by Sandy Nairn an experienced investor who during his career spent a prolonged period working with John Templeton in the US.