Category: Umberto Fedeli

Networking is the exchange of information, ideas and resources between people. You don’t have to be the expert in everything if you can engage others who are. When you play to your strengths, hone those talents, and build a network of individuals who are experts in what they do, you create a powerful, knowledgeable “hub.” […]

My third active investment strategy is called Income Growth Capital Appreciation, as the goal of the strategy is to invest in high quality businesses and assets that increase their earnings and dividend payouts, but also continue to increase their value. Of course, these must be bought at attractive valuations, perhaps when they’re out of favor for […]

Another strategy we actively employ is investing into companies with durable growth that are building sustainable competitive advantages that we expect to one day become wide moat. Winners tend to win big, which is why we pursue companies that are emerging as winners of their space. I am not an expert on technology, but I surround myself […]

One of the strategies we employ is what we call Wide-Moat Growth or sometimes we refer to this as forever quality value growth compounders. These are some of the greatest companies in the world, less than 1% of publicly traded companies would be in this category. Often these companies are fully priced, but occasionally there […]

Investing requires a solid understanding of economics, business and human nature. Essentially there are two main parts to investing: 1. The Science Side (economics, business, finance) and 2. The Human-Nature Side (understanding our biases, controlling our emotions, understanding politics and having good understanding of human nature). I am certainly not an expert on every business […]

I spend a considerable amount of time reading and learning, often about investments. I appreciate the human nature of it; as well as finding out what makes certain businesses special, understanding how important great leadership is in each, and discovering what gives them the competitive, durable and sustainable market advantage. I’m not an expert in […]