ROIC Driven Investing
MAHOGANY Asset Management approaches investment management with a philosophy that well managed companies tend to deliver superior long term shareholder returns. Our investment approach seeks to identify undervalued assets and brands that are managed by superior managers that have built their careers by generating superior returns on capital supplied by investors.
Simplified Investment Approach
- Focus on generating capital returns
- Not an index product
- Not a trading strategy
- Rigorous stock selection process
- Contrarian spirit
- Absolute return focused
- Tax efficient investing
What We Look For
CAPITAL RETURNS ARE PARAMOUNT
We focus on identifying undervalued companies with simple business models and high cash flow visibility. If we cannot figure out how the company makes money in the first minute, we don’t invest.
The “MAHOGANY Capital Identification Process” seeks to identify companies that command:
- Intrinsic value per share > current share price
- Improving industry fundamentals
- Simple business models
- Predictable free cash flows
- Dominant in their industry
- Durable brands
- Improving cost structure
ABSOLUTE RETURN FOCUSED
Investing money for our clients is a privilege and responsibility afforded to us that we hold with a deep sense of gratitude and humility. MAHOGANY Asset Management takes a rigorous approach to risk management by investing with a framework of constraints designed to ensure your capital is being handled in a responsible and risk managed centric approach.
The firm applies a consistent and strict rules based approach to stock selection and asset allocation. We prohibit the use of leverage in our investment strategy and restrict our investments to countries with a strong and equitably applied rule of law. Our investment process is 100% transparent as our clients are constantly updated on portfolio changes and performance.
Our investments are highly liquid in nature with the goal of being able to quickly respond to the needs to our clients in a quick and responsible time period. We also apply extensive internal compliance to ensure no conflicts of interest with our clients. The MAHOGANY Growth Fund is administered by National Bank which provides the fund accounting and settlement services for our unit holders.
Our Product Offerings
Work With Us
MAHOGANY Asset strives to be your investment partner.
We seek to understand your investment goals and needs. Please contact us to discuss.