Investment Philosophy



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We currently manage a concentrated portfolio of companies spanning from a diverse range of industries where strategies are researched and shared across our platform.

We seek:

  • High Quality Businesses: Predictable future pricing power and cashflows, secular headwinds with strong optionality.
  • High Quality Management Teams: Transparency, ethics, integrity and competence.
  • Right Price: We believe that key to our success is the exercise of price discipline. We strive to buy companies at reasonable¬†attractive prices to deliver performance.