Investment approach

  • Value Investors: We invest in quality businesses at a reasonable price with an emphasis on strong management, particularly founder-led “owner occupied” businesses.
  • A private equity approach to public markets: We consider each investment as if the Fund is buying the whole business, involves deep due diligence on business and management quality.
  • Long-term: We are focused on absolute returns over 5+ years, regarding short-term price volatility as an opportunity.

Questions?

Please send us an email at [email protected].

Portfolio Managers