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Our investment approach

Our house philosophy is focused on delivering superior risk‑adjusted returns.

Consistent house philosophy

At Sentry, we are proud to have an experienced team of investment professionals with diverse backgrounds and expertise. While our managers may employ different investment strategies based on their specific objectives and areas of investment expertise, they all share a common investment philosophy. We call it the Sentry house philosophy:

We believe all investment decisions should begin with an assessment of risk and, following disciplined analysis, should be expected to provide safety of principal over the long term as well as an acceptable return for the risk assumed.

We believe in evaluating investment opportunities as business analysts, with a focus on understanding and identifying high-quality, financially sound companies that can be purchased at a discount to their intrinsic value.

We believe in the inefficient market theory, and aim to take advantage of short-term dislocations in markets through superior analysis and knowledge of the companies in which we intend to invest. This is our analytical edge. It is achieved by emphasizing objective, independent thinking, with an investment process focused on bottom-up, company-specific research rather than macro-forecasting.

We believe great investment ideas are rare, and when investment opportunities with low risk and a high probability of success present themselves, we don’t shy away from allocating with conviction. This typically results in more concentrated portfolios that may differ in structure compared to the index and may provide less-than-commensurate risk.

We believe portfolio construction plays a crucial role in mitigating risk, and by prudently allocating capital through a careful selection of compelling business investments, we seek to deliver superior risk-adjusted returns measured over a period of years, not quarters or months.