Admin Login



Sygma Investment and Consulting
Welcome to Sygma Investment and Consulting

Sygma Investment & Consulting follow a value investing strategy that is an adaptation of Warren Buffett's investment approach.

We seek to acquire shares in great companies that we understand and at a substantial discount to what we consider the true business value to be. We believe that, over time, the price of a stock will rise to reflect the value of the underlying company.

Our Investment Criteria.

When we look for investments we look for the following characteristics

1The Company must have a unique product or service that has a competitive advantage that is sustainable for at least another 10 to 20 years. Ideally we want to invest in businesses with an unfair competitive advantage.

2The Company must be run by outstanding management, which is the underlying cause of outstanding results. These must be sustainable over a long period of time.

3The Company must have a long history of consistent above average earnings power. With consistent earnings, we can project the future earnings potential of the Company and its estimated value.

4Companies that have disciplined plans for achieving dramatic long-range profit growth and inherent qualities making it difficult for newcomers to share in that growth.

5The economic characteristics of the business must ensure that the company maintains it's above industry average profits, return on assets, return on equity, profit margin, and growth of sales for an extended period of time.

6The company must have little or no debt.

7A Company that's trading significantly below its estimated Intrinsic Value. Ideally we would like to purchase a Rand for 50 cents.

      We are buy-and-hold investors; we will not let short-term volatility dictate our decision making. Obviously we will sell shares if we believe it will benefit our long term returns.

       
      About Sygma
      Sygma Investment and Consulting was formed in 2005 to provide Treasury and Corporate Governance services to the CGM Group of Maseru, the Denim Textile Group of Natal, and a selection of Asian purchasing offices operating in South Africa.
      Read more...
       
      We Think Independently
      We try to be skeptical of conventional wisdom and try to avoid the waves of irrational behavior and emotion that periodically engulf the equity markets world wide.
      Read more...
       
      Our Investment Approach
      In evaluating potential investments we focus on company's competitive position, leadership, its ability to generate large amounts of cash over the long haul and the intelligent investment of the excess cash beyond its operating requirements.
      Read more...
       
      Our Subsidiaries
      The Brazilian Sandal Company, Havaianas
      Havaianas are truly the best rubber sandals in the world. They are designed, marketed and manufactured by Sao Paulo Alpargatas S.A.
      Read more...