Our Mission

Pursuing prudent stewardship of capital. Long-term shareholders of companies, not traders of share certificates.

Long-Term Absolute Returns

We invest in high-quality, sustainable businesses that generate superior returns over the long term. Our philosophy leads us to run a high-conviction, concentrated portfolio.

Value Driven

Identifying quality businesses is the cornerstone of our philosophy. Buying such businesses when their prices have fallen below their intrinsic value drives our execution.

Thorough Fundamental Analysis

We keep to our areas of competence and only invest in businesses we understand. This is based on a disciplined approach through fundamental analysis and company visits, meaning we can reasonably estimate the development path and future cash flows.

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