At Longview Partners we invest in businesses we understand. Every day we analyse companies; what they do, how they are managed and what they are worth. We are analysts dealing in evidence. We believe that, over time, it is the sustained performance of these businesses and the consistent efforts of their management that creates shareholder value, which in turn drives investor returns. We believe our job is to forecast the outlook for a business. Ultimately, we expect the stock price to follow this outlook over the long term.
