The Whale Shark Investment Process.

Custom Portfolio Construction.

Investments You Can Be Proud Of.

 Sustainability Finance, The Whale Shark Way.

 
 

The Power of Compound Equity Returns.

The effects of compounding even moderate returns over many years are mind-boggling. We seek to invest in quality companies with ample opportunity to reinvest at high returns on invested capital.

 

The Whale Shark Investment Philosophy

  • We Are Owners

    We believe ownership of a share of stock is the ownership of a business. We expect to receive the benefits of the businesses future cash flows and share responsibility for the business’s operations in the world.

  • Sustainable & Responsible Investing

    We believe quality profits are derived from the delivery of value to stakeholders; and profits reinvested in activities that create societal and restorative value lead to sustained growth of capital.
    As long-term, responsible investors, we believe quality returns without undue risk can be earned by investing in companies that integrate sustainability in their operations, treat all people with respect, and conduct their business with high levels of integrity.

  • Managing Risk is the Most Important Thing

    All investment involves risk. Good investment decisions involve accepting the correct types of risk and making sure you are compensated well for the risks you are taking.

  • Benefits of Specialization

    We believe we will have better results if we focus on owning quality companies in customized portfolios.

  • Equity Orientation

    We believe portfolios with strong equity orientation are the best choice for long-term investment success.

  • Price Does Not Determine Value

    We believe there is a difference between price and value. Value is the estimate of the present value of future cash flows. Price is what you have to pay to get those cash flows. Investment decisions should be made based on our analysis value compared with the price.

  • Diversification and Rebalancing

    We believe diversification and rebalancing are important tools for managing risk. We use percentage allocations to ensure risk reduction by diversification and maintain a process geared towards buying low and selling high.

  • Emphasis on Consistency

    We believe that superior long-term investment success is better achieved with consistent returns.

  • Investment Research instead of Macro Forecasting

    We do not believe that forecasting the path of economic data, index price targets or interest rates is critical to investment success. We intend to earn returns on our investments through superior knowledge of companies and their securities.

  • Disavowel of Market Timing

    We do not believe that it is possible to time the market. We should not fail to buy because we feared a 15% annual decline and miss out on a 10-year 200% increase.