architectural photography of brown building

HOME - INVESTMENT APPROACH

INVESTMENT APPROACH

Our investment approach is based on a thorough analysis of market trends and careful consideration of potential risks and opportunities. We believe in a diversified portfolio that spans across various industries and asset classes.

By spreading our investments, we aim to minimize the impact of any single market fluctuation on our overall portfolio. Additionally, we conduct extensive research and due diligence to identify companies with strong fundamentals and growth potential.

We believe in long-term investments that have the potential to generate sustainable returns for our clients. Our investment team closely monitors market conditions and regularly reviews our portfolio to ensure it aligns with our clients' objectives and risk tolerance. With our disciplined approach and commitment to delivering value, we strive to help our clients achieve their financial goals.

We, Neutron Bidco Limited, earned our name through our strategic approach of acquiring exceptional businesses at discounted prices, often during times of temporary challenges. Our primary focus is to identify promising opportunities in the market and capitalize on them.

By carefully evaluating the potential of companies facing short-term issues, we take advantage of their undervalued status and invest wisely. Our expertise lies in recognizing the long-term potential of these businesses and implementing measures to overcome their current hurdles.

With a dedicated team and a well-defined investment strategy, we are committed to enhancing the value of the businesses we acquire. At Neutron Bidco Limited, our mission is to capitalize on these opportunities and unlock the true potential of these businesses, ensuring long-term prosperity.

If our research is correct, then they emerge Neutron Bidco Limited, -like and deliver high returns.

grayscale photo of Wall St. signage
grayscale photo of Wall St. signage

INVESTMENT OBJECTIVES

Capital preservation - we start out by not losing it. We take a great deal of care to invest in businesses that we understand thoroughly.

We only back managements that we trust. Most importantly, we pay a price that has a big margin of safety, in fact, we never pay more than half what we think a business is worth. We also don’t pay more than what we think the business is worth in a bad scenario, in other words, if things go wrong we want to make sure we get our money back.

There are several investment areas that one can consider for long-term financial growth. One of the most popular options is investing in the stock market. This involves buying shares of publicly traded companies, with the potential to earn dividends and capital gains.

Another investment area is real estate, which can be a lucrative option for those willing to take on the risks associated with property ownership. Investing in bonds is a more conservative choice, as it offers a fixed income stream over a specified period of time. For those interested in entrepreneurship, starting a business can be a rewarding investment.

It requires careful planning and execution but has the potential for substantial returns. Lastly, investing in precious metals like gold or silver can act as a hedge against inflation and economic uncertainties. It is important to thoroughly research and diversify investments to maximize potential gains and minimize risks.

TO GENERATE EXCELLENT LONG TERM INVESTMENT RETURNS

Investing with the goal of generating excellent long-term returns is essential. When we refer to excellent returns, we are emphasizing both the absolute and relative aspects.

It means that the returns should surpass the returns from traditional methods like depositing money in a bank. Additionally, the returns should outperform the performance of index funds, which are a popular investment choice for many.

By aiming for excellent returns, we strive to maximize the growth and profitability of our investments, ensuring that they consistently outperform the market and provide substantial gains over time.

This approach allows us to make the most of our investment opportunities and secure a prosperous financial future.

HOW WE RESEARCH

We read, we think and occasionally we act. Most of our effort is spent monitoring the businesses we own.

​We start by understanding the history of the business we are looking at. That means a lot of background reading, books, annual reports, regulatory reports and anything else useful. We also do fieldwork, visiting companies, their competitors and suppliers. We attend trade shows and mystery shop.

​We are trying to understand how a business works, in other words how it makes a profit and what capital and expertise that requires. We want to understand why its customers use it and pay the prices that they do. We also have to find out whether there is any rational way for us to forecast the future based upon our observation of the past and present.

​Our work is very detailed and it can take us years to get to a point where we are ready to invest.

high rise buildings

Contact us if you have any questions

Have questions? We are always interested in what you have to say, so why not get in touch? If you have any questions or queries, please fill out the form below to get in touch with us, and we will get back to you as soon as possible.

OPENING HOURS

Monday - Friday: 10AM - 7PM

Saturday: 10AM - 3PM

Sunday: Closed