Value Investing in my Circle of Competence, Hurdle Rate

Hurdle Rate

Value Investing in my Circle of Competence

The name “Hurdle rate” was inspired by none other than Mark Leonard of Constellation Software, and their prolific use of a fixed hurdle (discount) rate for their investments. Had you invested into Constellation Software at the time of their IPO as an Australian Investor you would of seen your investment multiply by >100x or (>35% CAGR), an enviable record (Updated March 2023).

Equity Bottom-Up

<ul><li>Centrepoint Alliance (ASX:CAF) is an Australian financial services business providing licensing in both financial and credit advice along with a managed portfolios business and support services such as assistance with Xplan implementation (Financial Planning software.</li><li>Centrepoint is a business I have been following for many years, having owned it myself in the past when it was a net-net.</li><li>Back then it was paying significant amounts of cash to legacy clients claiming remediation for fee-for-no-service complaints. </li></ul>

Centrepoint Alliance (ASX:CAF) is an Australian financial services business providing licensing in both financial and credit advice along with a managed portfolios business and support services such as assistance with Xplan implementation (Financial Planning software.Centrepoint is a business I have been following for many years, having owned it myself in the past when it was a net-net.Back then it was paying significant amounts of cash to legacy clients claiming remediation for fee-for-no-service complaints. 

Australia

Centrepoint Alliance Limited provides a range of financial services in Australia, New Zealand and Hong Kong.  The Company offers insurance premium funding products for the commercial insurance market, credit risk management services, equipment leasing, commercial financing broking, commercial and residential mortgages and short term loans.

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Centrepoint Alliance (CAF AU)

Centrepoint Alliance (ASX:CAF)

Centrepoint Alliance (ASX:CAF) is an Australian financial services business providing licensing in both financial and credit advice along with a...

Hurdle Rate

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)