IEOF investment philosophy revolves around two key aspects: capital preservation and generation of positive, absolute returns. The fund's endeavor at all times is to preserve and, then, grow your portfolio.

The fund seeks to achieve this by constructing a well-defined, focused portfolio of no more than 20-23 stocks representing quality businesses enjoying sustainable competitive advantage. While doing so, the fund will adhere to the discipline of buying and selling at well-defined price points, based on the underlying fair value computation.

The investment philosophy is characterized by a focused and disciplined approach to long-term investing into undervalued businesses, run by people of integrity, vision and competence. Therefore, the three most important attributes that we seek in any investment are: 'Quality Business', 'Quality Management' and 'Valuation'.