Silver Heights seeks to achieve superior absolute returns. Whether you are investing to meet financial obligations and liabilities, support future living expenses, or for philanthropy, making positive absolute returns over time is crucial. An investment strategy that is based on relative return investing can leave you in financial difficulty. You need positive, absolute returns to pay for real costs.
We aim for superior risk-adjusted absolute returns by carefully assembling a portfolio of a select group of excellent businesses at attractive prices. This provides us with a healthy margin of safety while enhancing the likelihood of better returns.