Bellwether Partners are active investment managers

Our investment philosophy drives the investment process. The Bellwether philosophy is:

• Share markets exhibit inefficiencies at least in the short to medium term;
• These inefficiencies are observable in pricing anomalies, whereby the price of a security may not reflect its intrinsic or fair value;
• Out-performance over the long term is only sustainable from portfolios with a restricted number of stocks;
• Excessive growth in assets under management is detrimental to investment performance;
• Proprietary quantitative tools are a powerful filter to aid in the stock selection process; and
• Qualitative analysis provides significant value in the research process.