We create a portfolio of companies that adhere to the following three criteria. I. The company has to be available at prices that are at reasonable discount to their intrinsic value ii. The company should have a proven record of high level of profitability, dividend paying capability and a business model that has a proven ability to do well through different economic conditions iii. Future prospects for the company over time should look good and the company must be taking the right steps to capitalize on this opportunity We generally invest in cash rich, dividend paying, highly profitable companies that are available at reasonable discounts to their intrinsic value, but not limited to those only, if alternative opportunities are attractive enough.