Money Management for the Long-Term Investor
Greatness doesn’t happen overnight. We believe sustainable wealth is built over time by taking well-planned steps while remaining vigilant and humble.
Our Philosophy & Values
We adhere to a value philosophy. For us, successful money management is about doing the proper legwork. The first step is finding overlooked and oversold businesses that have demonstrated solid past financial performance and hold tremendous future promise. The second step is taking a position and monitoring those investments closely while making changes when and if necessary. The successive steps are: patience, time and knowing when to exit to pursue the next opportunity. We are not afraid to hold significant positions in cash if there are no immediate opportunities to take advantage of.
Attentive Analysis
At Navroc, we value the importance of financial analysis -our name can attest to this, Net Asset Value Return On Capital. Through proper analysis and asset allocation, we can better manage the magnitude of change in the total market value of the portfolio. We understand that some investors value risk mitigation over performance. We try to achieve a healthy balance between the two. The movement in the total market value of the portfolio should mimic the side of a mountain -it will move up and down but; over the long-run, the trend should be increasing.
Building A Better Portfolio
We look to find the path of least resistance. This is why we specialize in managing portfolios with a balanced mandate or a dividend income and capital growth mandate (95% Equity). Our stable performance record during the Covid-19 pandemic is a testament to our commitment in managing volatility while seeking long-term growth and income over time. Performance can be viewed by pressing the tabs below. The information is password protected. Please email us at [email protected].