Investment Philosophy

Kiltearn Partners LLP employs a disciplined value philosophy. This philosophy is distinguished by four key features:

Global– Our greatest opportunity lies in undervalued companies. These opportunities surface in different countries and different industries at different times. So we search globally for value.

Long-term– Stock market values often fluctuate to a much greater degree than underlying business values. Experience teaches us that such volatility frequently creates opportunities for the patient, long-term investor.

Fundamental– Kiltearn focuses its resources on the bottom-up, fundamental analysis of individual companies. We are interested in two factors - the price paid to own a piece of a business and the quality of that business.

Benchmark Agnostic – Portfolios are built with a bottom-up approach; one stock at a time. We believe the best way to outperform the benchmark is by having the courage to differ from it.

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