Investment Philosophy

At OKIS our investment philosophy and resulting processes and decisions are based on trying to achieve the simple goal Warren Buffett suggested investors aim for.

“Our Goal as investors should simply be to purchase at a rational price a part interest in an easily understandable business whose earnings are virtually certain to be materially higher 5, 10 & 20 years from now. Then, put together a portfolio of companies whose aggregate earnings march upwards over the years”    Warren Buffett

At OKIS we study the business strategy of a stock to determine if it has a sustainable competitive advantage that can be exploited for years to come. This is the surest way to be certain of materially higher earnings in the years ahead. We then buy those businesses at sensible prices enabling us to achieve a satisfactory return in dividends and capital growth.  A portfolio full of these types of businesses then provides the diversification needed.