WHY CEDERBERG CAPITAL?


"If you want to have a better performance than the crowd, you must do things differently from the crowd."

- Sir John Templeton



Peers’ philosophy

Cederberg’s philosophy

Consensus

Contrarian

Street research

Proprietary research

Risk = share price volatility

Risk = permanent loss of capital

Relative returns

Absolute returns

Trading mindset

Business owner mindset

Diversification

Concentration

Peers' culture

Cederberg's culture

Perspective: local or global

Perspective: local and global

Gathering assets

Capacity conscious

Governance: low priority

Governance: obsession

No skin in game

Most of PM's net worth

Peers’ philosophy

Consensus

Street research

Risk = share price volatility

Relative returns

Trading mindset

Diversification

Cederberg’s philosophy

Contrarian

Proprietary research

Risk = permanent loss of capital

Absolute returns

Business owner mindset

Concentration

Peers' culture

Perspective: local or global

Gathering assets

Governance: low priority

No skin in game

Cederberg's culture

Perspective: local and global

Capacity conscious

Governance: obsession

Most of PM's net worth