How Do We Assess Business Quality?
We are often asked what makes a company form part of the BKI portfolio. Since the inception of this Portfolio over 30 years ago, the core tenets of the investment process have remained unchanged. A long-term view is taken with a focus on buying and holding high quality Australian listed companies.
In this Quarterly report, we will focus on how Contact and the BKI Investment Committee assess the quality of a company and how the quality of the BKI portfolio compares.