The aim of investment at Veritas is to generate excellent total real returns with minimal risk of permanent capital loss. As a result capital preservation and growth are considered paramount in the investment process and consequently our mindset is one of real returns. The process encompasses a global approach as we do not believe in artificially constraining our investment universe and want the flexibility to seek excellent investments wherever they may be located.
There are two phases to the Veritas Real Return Approach. The first stage of the process includes selecting companies for entry to our "Universe of Investable Companies". This stage in itself has three components, idea generation, research and valuation. The second phase is portfolio construction, whereby portfolios are constructed from our Universe list according to the specific mandate.
