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