Investing in well-founded companies in base sectors, makes RAIDI a conservative, solid and partner society.

“Smart strategy is to go through several economic cycles and keep your assets prosperous – this is different from being bold” (Benjamin Graham).

When we buy a stock, we are actually buying a public business. Our main objective is to evaluate a publicly traded company. For us, the words actions and business are synonymous. There is no difference between the methodology used to evaluate a company’s stock and the company as a whole. Our motto is: “invest in a business as if we were the owners”.

It doesn’t matter if we’re buying a whole company or just a few shares. Thinking as if we were buying the whole business requires the same reasoning and discipline necessary to make any other investment. If we are really willing to buy a company, we must pay attention to the price offered, the quality of the business, to know if the area in which it operates is within our circle of competence and, certainly, for how long we will want to stay with it. In short, we will want to know everything about what we call the Four Dimensions of Fundamental Analysis: evaluation, quality, knowledge and time.

Great returns come from buying top quality deals at reasonable prices.

The difference between a good investment and a spectacular investment is in the time it takes for a price change to take place. Success in the investment field depends on the influence that the time factor has on certain returns and on the ability to estimate, with some precision, what kind of return should be obtained from a role with this expectation.