Teaminvest is a collaborative think tank of 408 experienced, successful, no-nonsense investors. They are guided by a proven investment strategy based on the work of Benjamin Graham and Warren Buffett.
Collectively they have over 1,000 years of business, professional and life experience on which to draw knowledge and guide decisions. Five are current chairpersons and/or CEOs. One is a forensic accountant who's a wizard at sniffing out cooked books. As a group they know almost every senior player in Australian business at only two degrees of separation. Their knowledge grows over time, too. Of every one who has joined since 2007, 99% are still with us. Teaminvest Members track performance over the long haul. They also track bad managers as they move from company to company.
Teaminvest is not for everybody. Members are selected on the basis of their experience, their willingness to contribute and their investment mindset. We are not interested in those looking to get rich quick or to speculate on market price movements.
To establish whether membership is right for you, book for an information session today.
Teaminvest members come from all walks of life, but they generally ...
- ...have at least $500,000 to invest. Most invest $1 ~ $3+ million.
- ...are willing and able to manage their investments, often under a SMSF structure.
- ...invest for the long term, 5 ~ 10 years or more.
- ...want 15% ~ 20% p.a. compound returns with low risk.
- ...are active and engaged shareholders who care about the long-term viability and success of their companies.
About 130 of them do the heavy lifting on research and participate in the Risk and Price (RAP) workshops. Another 141 are information specialists who dig for facts about the companies we study and keep a watching brief to reduce the chance of being blindsided. The remaining members are less involved; they generally attend monthly meetings in person or on-line and contribute when they can.
If you have the time and energy to contribute - and at least $500,000 of investable funds - Click here to book for the next Information Session in your area.
The main advantage of being a Member is to grow your wealth with minimum risk. Our Members typically look to grow the value of their portfolios by by 15% ~ 20% per annum, compounded over a period of at least 10 years. This amounts to a fourfold to sixfold increase in wealth every decade.
Yet most achieve this high rate of return at minimal risk. While typical investment strategies focus on finding winners, we actually spend more time highlighting the companies we call Capital Killers. The first and foremost objective of Buffett-style investing is "Never lose money."
For example, 100% of the companies that passed our level one screening came through the GFC unscathed. In fact, our Members prefer to buy in bad markets. As long as the fundamentals of a business are sound, and we trust the management, it's better to invest when the market is generally down or the particularly good business is unloved by the market for whatever reason.
On the other hand, out of our Capital Killers Class of 2008, 885 companies lost over 60% of their value. Another 320 companies have lost over 80% of their value. Our members avoided losing any of their wealth in these outfits. Did you?
As a Member you join a network of investors with a wealth of business, investment and life experience. The Risk Assessment Panels (RAP's) are an invaluable source of investment intelligence, and the process itself stimulates your thinking and broadens your understanding of the business under review.
You will also have exclusive access to Conscious Investor, and we'll train you to get the most out of it. Developed by Prof. John Price over 13 years of research and testing, this is the workhorse of our quantitative appraisals. With its record of more than double the market average over the past decade, this tool alone justifies the cost of membership.
In short, if you prefer to control your own mcontrioney well, rather than pay someone else to do it badly, you should become a Teaminvest Member.
Membership is for self-directed investors who are looking to achieve safe, attractive and reliable investment returns. Of course, Teaminvest is not for everyone, and as such membership is restricted to appropriate individuals.
The best way to learn more about Teaminvest and the benefits of membership is to attend an investor information session.
These sessions run for approximately two hours and cover:
- The Teaminvest philosophy
- The Conscious Investorfilter: how and why it works and its track record
- Risk and Price (RAP) workshops; what they are and why they matter
- Pricing risk and estimating investment returns
- Examples of stocks that pass our filters and member scrutiny - and why
The session is your opportunity to ask questions and to understand our methodology. The session will be interesting and helpful, even if you finally decide not to apply for membership.