Investment Philosophy
Keeping it simple
We are committed to generating alpha through three core principles
Investing can be complex. Stonevale keep it simple.
We focus our investments on mid to large-cap companies with low total debt-to-capital ratios and minimal volatility.
Our investment team is committed to generating alpha through a disciplined, fundamentals-based investment approach:
These principles represent the foundation of our value investing strategy
strategic asset allocation across diverse economic sectors,
effective risk management, and
maintaining a high level of fund liquidity