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Objective We strive to achieve superior absolute returns to our investors, regardless of market environment, and pay great attention to the preservation of capital. We invest our own money alongside that of our clients. |
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Process We opportunistically seek value and growth on the basis of deep fundamental analysis of companies and industries. Our highly disciplined research methodology and proprietary models ensure that our investments are always based on stringent buy and sell criteria. We simply refuse to take any risk unless the odds are significantly in our favor, and the reward-to-risk ratio is substantial. |
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Experience Substantial and varied training and experience allow us the understanding of the complex matrix of business dynamics, technology, finance, valuations, and management teams. |