G&S follows the same basic investment approach across all our investment options, that is, we invest in
deeply mispriced situations, with a large margin of safety.
We invest based on our due diligence process developed over many years and which has been shown to withstand the test of time. We ignore the crowd, pundits, short term market fluctuations and other irrelevant market noise.
Our due diligence process is structured around 5 key questions, with a proprietary detailed checklist of sub-areas within each question. The 5 questions are:
Typical Investment Situations
Our experience has been that mispriced securities tend to be found in the following situations and hence these are where we focus our efforts: