Investment Philosophy

Investing for profit while minimizing risk.

How we make decisions

Active management, open thinking

Gentry Wilson Partners was established with a philosophy that advocates an active, opportunistic and flexible approach to investing and a firm belief that such an approach would culminate in the production of superior medium to long-term gains for our clients regardless of the conditions prevailing in the broader market environment.

Our flexible, “outside-the-box” methodology makes us receptive to opportunities as and when they arise and, equally importantly, it allows us to deploy several techniques that not only serve to enhance returns, but also have the desirable tendency to minimize risk.

Using all available tools

In our view, all too often and by far too many who ought to know better, the use of traded options and the short-selling of securities are scorned as techniques that increase investment risk when, in fact, the utilization of certain strategies with these techniques as their basis can significantly mitigate or hedge against loss. Many traditional investment managers are hindered by strict investment guidelines that restrict or prohibit their use of these techniques altogether.

“Bottom-up” approach

We employ a “bottom-up” approach and concentrate on opportunities that are driven by events, undervalued securities and special situations. Our investment ideas hail from a number of sources, including a far-reaching network of industry and corporate contacts and painstaking research and analysis conducted in-house by a team of over 40 professionally-qualified analysts. We gravitate towards investment opportunities where it is possible to clearly identify a catalyst or an event that will culminate in a change in an asset’s price/valuation.

Investing in what we know

We invest our clients’ capital in securities, assets and situations that we understand and we avoid those that we don’t. Our aim is to generate positive returns by focusing on investments in which we have the highest degree of conviction and to effectively reduce capital depletion events by exiting investments which are not panning out as expected in a timely fashion.

Contrarian investment principles

At Gentry Wilson Partners we strive for market beating returns by pursuing contrarian investment principles that deliver superior efficiency against the seemingly incongruent forces that prevail in financial markets.
The disciplined techniques used by our highly trained and experienced professionals are complemented by the use of specialized instruments that have enabled us to pursue our multi-strategy, absolute return approach with extraordinary success.

Research

Performing consistently well in today’s markets requires the most diligent pre-decision analysis.

Read more