Investment Approach
Our fundamental, long-horizon investment philosophy guides all investment decisions across asset classes and geographies.
Core Principles
Long-Term Perspective
We invest with a multi-year horizon, allowing us to focus on fundamental value creation rather than short-term market fluctuations. This patient approach enables us to support exceptional businesses through various market cycles and economic environments.
Rigorous Research
Every investment decision is backed by comprehensive fundamental analysis. We conduct extensive due diligence, including financial modeling, competitive analysis, and industry research to understand the true value and potential of each opportunity.
Risk Management
Preservation of capital is paramount. We employ disciplined risk management practices, including portfolio diversification, position sizing, and stress testing to protect against downside while positioning for long-term growth.
Value-Driven Focus
We seek investments that align with our values while delivering superior financial returns. This includes companies that contribute positively to society, practice responsible governance, and demonstrate sustainable business models.
Asset Class Strategy
Public Equity
Focus Areas
- •High-quality companies with durable competitive advantages
- •Global markets with emphasis on developed economies
- •Concentrated portfolios of high-conviction positions
- •Technology, healthcare, and consumer sectors
Investment Criteria
We target companies with strong market positions, exceptional management teams, sustainable competitive advantages, and clear paths to long-term value creation. Position sizes reflect conviction levels and risk-reward profiles.
Private Investments
Investment Types
- •Growth capital for scaling businesses
- •Strategic minority and majority investments
- •Technology and innovation-focused companies
- •Direct investments and fund commitments
Value Creation
We partner with exceptional entrepreneurs and management teams to build transformative businesses. Our approach combines strategic guidance with operational support to accelerate growth and create sustainable value.
Alternative Investments
Diversification Strategy
- •Real estate and infrastructure investments
- •Hedge funds and absolute return strategies
- •Commodities and natural resources
- •Credit and fixed income opportunities
Portfolio Role
Alternative investments provide portfolio diversification, inflation protection, and access to unique return sources. We carefully select opportunities that complement our core equity positions.
Investment Process
Opportunity Identification
Investment opportunities arise from proprietary research, industry networks, and systematic screening processes. We maintain a disciplined approach to sourcing across all asset classes and geographies.
Due Diligence
Comprehensive analysis includes financial modeling, competitive positioning, management assessment, and risk evaluation. We conduct primary research and engage independent experts to validate our investment thesis.
Investment Decision
Investment decisions reflect thorough analysis, risk assessment, and alignment with our values and long-term objectives. Position sizing considers conviction level, liquidity, and portfolio diversification.
Active Monitoring
Ongoing portfolio monitoring includes regular performance review, thesis validation, and risk assessment. We maintain active relationships with portfolio companies and investment partners.