At OKIS our investment philosophy and resulting processes and decisions are based on trying to achieve the simple goal Warren Buffett suggested investors aim for.
“Our Goal as investors should simply be to purchase at a rational price a part interest in an easily understandable business whose earnings are virtually certain to be materially higher 5, 10 & 20 years from now. Then, put together a portfolio of companies whose aggregate earnings march upwards over the years” Warren Buffett
At OKIS we study the business strategy of a stock to determine if it has a sustainable competitive advantage that can be exploited for years to come. This is the surest way to be certain of materially higher earnings in the years ahead. We then buy those businesses at sensible prices enabling us to achieve a satisfactory return in dividends and capital growth. A portfolio full of these types of businesses then provides the diversification needed.
Justin O'Kane (AR 223620) and O’Kane Investment Services Pty Ltd (CAR 230284, ABN 66 101 935 737) are Authorised representatives of PGW Financial Services Pty Ltd, Australian Financial Services Licence holder (AFS No. 384713 ABN 15123835441 ).