Investment Philosophy

We are driven by the passionate and disciplined pursuit of excellence in delivering exceptional returns.

How We Invest

Our investment team is driven by the passionate and disciplined pursuit of excellence in delivering exceptional returns. 

Our philosophy blends with our collaborative culture which helps to drive our research process and consequently our strong investment results. 

We analyse companies across sectors and geographies to identify mis-pricing opportunities.

We seek well run companies that can compound cash flows and possess sustainable businesses models and growth drivers for our long positions.

We also seek companies with inferior businesses and structural challenges for both relative value and alpha shorts. 

At all times we seek to avoid permanent loss of capital.