Investment Methodology
Our Three Core Principles
A methodical framework designed to protect and compound capital —
grounded in academic research, sharpened by analysis, and anchored in valuation discipline.
1
Screen with Discipline: Quantitative Filtering at Scale
We begin by scanning the Australian and global listed markets using our proprietary software, Conscious Investor®.
Our aim is to identify Wealth Winners®—companies with measurable financial strength and long-term compounding potential—while eliminating Capital Killers® that may erode capital through weak economics or poor governance.
This first step filters thousands of listed entities down to a focused universe of potential investments that aligns with Warren Buffett’s famously simple rules of investing:
“The first rule of an investment is don’t lose money, and the second rule of an investment is don’t forget the first rule.”
2
Analyse with Depth: Collective Qualitative Review
From this narrowed field, our members conduct rigorous qualitative analysis. This is not superficial commentary, it is deep, collaborative investigation led by members with extensive commercial experience across industries and sectors.
Through national workshops, member meetings, and facilitated SMaRT sessions, our community compounds its knowledge, building a deeper understanding than any one investor could achieve alone.
3
Invest with Patience: Valuation and Margin of Safety
Even the best business is not worth any price.
Once a company meets our quality threshold, we calculate the required rate of return based on its risks and moats. We then determine a valuation that offers an appropriate margin of safety — protecting capital and maximising the likelihood of long-term outperformance.
Our members are taught to act rationally and wait for price and value to align. This is not about timing markets—it’s about waiting for opportunity, then acting with conviction when it arrives.
We’re not trying to predict the market. We’re trying to avoid mistakes, own great businesses, and hold them long enough for compounding to do its work. - Howard Coleman
Our Track Record
Since 2001, our investment philosophy has delivered a gross compound return of 18.39% per annum.* This means that if you invested $1 in 2001 it would now be worth about $42.
While past performance is not a guarantee of future results, we believe this long-term record demonstrates the power of a repeatable process
This result reflects a long-term, business-owner mindset applied with discipline, research, and collective insight.
*This performance is based on a theoretical portfolio of companies selected using Teaminvest’s principles, reviewed annually, and tracked over a 24-year period.