Investment Philosophy

We are a long-term value investor and achieve capital preservation and high-risk adjusted investment returns through the following Investment philosophy:

  • Focus Investing– make few outstanding investments
  • Operate within ‘Circle of Competence’ – do what we know
  • Own local, regional and international Brands, high-quality durable Businesses that can withstand economic downturns
  • Diversify across companies, sectors, geographies and duration
  • Buy & Hold for a long time – to Compound Returns
  • Valuation Discipline – Invest when prices are depressed
  • Stay liquid & avoid excessive leverage
  • Invest alongside smart management teams– demonstrating high integrity and alignment with Shareholders