our beliefs
Contrarian thinking
When a consensus forms around an idea and it is accepted as truth for long enough, it often becomes self-fulfilling. But does that make it genuinely true? At Dunross & Co, we prefer to challenge the herd mentality. While others focus on what’s trending, we explore overlooked opportunities. We firmly believe that valuable business concepts and companies can be found across all sectors—not just in the ones currently commanding media and investor attention.
Value investing
For us, value investing is not just an approach; it’s a core principle. We focus on identifying companies with strong fundamentals and intrinsic value that the market has undervalued. This philosophy has been the cornerstone of Dunross & Co’s success and growth over the years.
Trial and error
Innovation comes from exploration. By venturing into uncharted territories, we gain new perspectives and insights. Not every path leads where we expect, but we embrace a learn-by-doing approach, adapting as we go. As long as we remain true to our core values, we navigate the journey confidently, turning challenges into opportunities.
mainstream vs dunross
When an assertion is repeated by enough people for long enough, it often becomes accepted as truth. But how wise is it to follow the crowd and run in the same direction as everyone else?
Investing in sectors and companies that attract mainstream attention often means paying higher multiples. These inflated valuations restrict potential gains and profits. Moreover, if the mainstream opinion falters, the high valuations can result in significant value drops and substantial losses.
At Dunross, we prioritize contrarian thinking as one of our core values. We actively seek companies with strong underlying fundamentals that the market undervalues. This low initial valuation minimizes potential losses. If the company performs well, the market’s eventual recognition of its true value unlocks substantial growth and profit potential. Conversely, if our investment doesn’t pan out, the lower starting valuation ensures that losses are significantly mitigated.
This disciplined, contrarian approach allows us to balance risk and reward while staying true to our long-term value-investing philosophy.
mainstream
dunross
Potential market value
Market value
