We build concentrated portfolios of 15-25 companies
We invest with a 3-5 year time horizon
Our focus is on small and mid-sized companies
We invest where we can have an edge and build a differentiated view
We do our own research with a focus on fundamental business drivers
We aim to outperform the market over the long-term
investment strategy overview
philosophy
We believe there is a higher return on fundamental research when applied to smaller companies over a long-term investment horizon.
investment process
We seek quality business models - companies that have a competitive advantage that are run by a managment team that are disciplined capital allocators with long-term thinking.