Value is more than a number …
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We in Setanta Asset Management do not believe the market is efficient. Our aim is to purchase and own assets at a price below a reasonable assessment of their worth. This is where we focus our resources. Our process is akin to assessing a part ownership of a business rather than trading a security. This assessment of value must always encompass a thorough understanding of where this value is derived. We have a long term investment horizon and risk management is always central. We regard risk as the potential for permanent impairment of value. Integrity is a key tenet of our professional DNA and we embrace a culture of continued learning.
Having spent the Christmas period being teased by my teenage kids that I was old, past it and too tight on pocket money, it was a welcome relief to get back to the office - only to endure much of the same! It did remind me however that I had just passed an important milestone, my 25th year as an investment manager; time for panic or perhaps a bit of reflection.
