Investment qualitative scorecard

Custodia Sapientiae Aeternae

When considering businesses one should make a qualitative and a quantitative analysis. The Qualitative part can be much more complex than the quantitative part. There should be a philosophical alignment with one’s perception of being and understanding the world around him.

The six pillars of my investment philosophy:

I. The Six Pillars

Each investment must resonate with the ethos of stewardship—not speculation. Capital is not owned, it is entrusted.

Pillar Description

1. Stewardship Over Ownership - Capital is held in trust, not for dominion. Ownership implies duty—moral, financial, and civic.

2. Frugality and Usefulness - Simplicity, function, and restrained utility. No extravagance, no vanity growth.

3. Endurance and Permanence - Assets must be built to last across cycles, regimes, and generations. They must provision, not entertain.

4. Memory and Continuity - Preference is given to companies with lineage, family ownership, and cultural transmission.

5. Civic Virtue and Ethical Provisioning - Capital must serve the commonwealth—through provisioning, employment, and restraint.

6. Decentralization and Restraint - Avoid imperial scale. Instead, we seek humble resilience, distributed risk, and subsidiarity.

"Non crescendi causa, non lucri causa — sed virtutis, provisionis, permanentiae. Quid est divitiae, si non durant?"

“We do not chase growth. We do not chase returns. We chase virtue, provisioning, and permanence. For what is wealth if it fails to endure?”