Investing like an artist: The Francois Rochon way

Francois Rochon, founder of Giverny Capital, a Canadian investment firm, has an extraordinary track record. Since the launch of the Rochon Global Portfolio in July 1993, he has delivered a staggering 6,682 per cent return, dwarfing the benchmark's 1,401 per cent (as of December 2023). But what makes Rochon's approach so compelling isn't just the numbers; it's the philosophy and discipline underpinning his investments. Rochon combines his engineering education with his passion for art to identify companies that will create wealth in the long term. He says that to master any art form, you must study the masters, actively practise your craft, develop your own style and continuously strive for improvement. The same goes for investing. Here's a distilled checklist from Rochon's investing framework, which combines the precision of an engineer with the creativity of an artist. Four pillars of stock selection Rochon's process revolves around four key factors 1. Financial strength Rochon's scientific approach begins with robust quantitative criteria: Return