About Dean Ryle Asset Management
Our Investment Philosophy
Superior Long-term Compound Growth
We focus on achieving superior long-term compound growth over time by seeking out and investing in what we see are the best businesses in the world. We believe great businesses purchased with a sufficient ‘margin of safety’ will provide superior long-term returns.
We are often contrarian and will strive to be fearful when others are greedy and greedy when others are fearful. To have better performance than the crowd, and we want to do things differently from the crowd.
We place a great deal of importance on assessing downside risk. We attempt to know as much about the portfolio companies as we can, this will mitigate the permanent loss of capital. Risk arises from not properly understanding your investments.
We aim to concentrate enough of our best ideas so as not to dilute overall returns but hold enough positions to provide an appropriate level of diversification. Concentrating capital in high-quality businesses builds wealth over time.
Our strategy is to buy wonderful businesses for the long term to maximize long-term returns. If a company performs well, the stock price will eventually follow.