The 4 Edges

One investment edge is good but four are better.

What are the Four Edges?

Investing is a highly competitive marketplace and, if you want to outperform there, you will need an ‘edge’ over the competition. Fortunately, value investing offers the prospect of edges across four different areas.

Informational edge

Analytical edge

Behavioural edge

Organisational edge

The 7 Red Questions

We operate a checklist which we call the seven ‘Red’ questions. These are the questions we ask of every single company we consider as a potential investment, addressing the different aspects of any distressed business that need to checked and double-checked.