Investment Philosophy

Toron:

  • Seeks superior returns with the least amount of risk
  • Takes a long-term investment view
  • Invests globally to access a richer opportunity set (lower correlation of international equities enhances opportunity for long-term returns while reducing risk)
  • Selects companies with a proven ability to:
    • Generate growing levels of cash flow
    • Expand their businesses
  • Looks for management teams with a demonstrated ability to permanently create shareholder value
  • Diversifies portfolios across industry sectors, favouring those with proven profitability through a variety of economic cycles and conditions
  • Considers:
    • Large and small companies
    • Growing and more mature companies
  • Invests. We do not trade. As a result, we have low frictional costs

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