In our Quality Compounders portfolio, we focus on quality businesses that generate increasing amounts for free cash flow annually with management that has a track record of deploying incremental capital at high rates of return in an owner orientated fashion.  Our ETF portfolios we only invest in ETFs issued by reputable issuers, have high liquidity that track well recognised indices – quality in another form.

Quality investments, acquired at the right price, gives investors peace of mind in turbulent markets.

We are committed to a long-term, buy-and-hold approach, seeking to own high-quality shares and ETFs that have the potential to compound in value over time. Our selection process is rigorous: we look for businesses with strong fundamentals, dependable management, robust cash generation, and sustainable competitive advantages. Central to our philosophy is adhering to a margin of safety—this means aiming to purchase investments at prices below their intrinsic value, which helps to reduce risk and enhance potential returns. By maintaining discipline and focusing on quality, we strive to build resilient portfolios for our clients.

We believe that the best investment outcomes are achieved in partnership. We encourage you to share your investment timelines, cash flow requirements, and performance goals, so we can craft a portfolio that genuinely aligns with your objectives.

We identify potential investments through our own proprietary screening, analysing what other likeminded investors acquire and through our network of investment peers.  

Potential investments are subjected to rigorous analysis that focusses on recurring revenues, margins, balance sheet strength, free cash flow generation, intelligent capital allocations and most importantly, management.   We want to ensure management always act in shareholders’ best interest and have the correct incentives to do so, either through direct ownership of shares or performance incentives aligned to ownership.

Clients have full access to their portfolio’s real time directly on the custodian’s website and we enhance the understanding of our portfolio composition through regular investor letters and insights posted on our website.

We provide the reasoning for our (infrequent) buy and sell decisions.

Unlike many firms that offer standardised solutions, we take the time to assess each client’s unique needs and the prevailing market conditions to create a truly individualised investment strategy. We manage four core portfolios, and just because we bought a share or ETF a year ago does not mean it’s necessarily a good fit for new investors today. We do not automatically mirror the selected portfolio(s) for new clients; instead, we carefully review your circumstances and build the best portfolio for you at that point in time.

Should you prefer sustainable investments or needs to minimise tax exposure, we tailor their portfolio to reflect these priorities, ensuring our approach is always aligned with your objectives.

Clients benefit from direct access to Celestial’s decision makers by phone or email whenever they wish to discuss their portfolios, guaranteeing a responsive and transparent relationship built on trust and expertise.

It is our belief that if we avoid the losers, the winners will take care of themselves.

Our single, fully disclosed, (extremely reasonable), management fee ranging between 0.55% and 1.25% p.a. is our only compensation.  We make investment choices based on a single criterion:  We believe they will make you money. 

Investors are often at different stages of their investment journey. Some seek the highest possible growth rate, others prioritise regular income, while another group values minimal volatility and quick access to cash. At Celestial, we recognise these differing needs and manage four core portfolios designed to cater to each stage of the investment journey. See the section on Curated portfolios for greater details.