We employ a combination of top-down research (to determine the sectoral relevance) and bottom-up analysis (to determine the attractiveness of a specific company) to identify compelling investment opportunities.

We seek the following characteristics in businesses we invest in:

  • Sound and scalable business strategy
  • Market-leading business with a defensible market position
  • Stable and sustainable cash flows
  • Experienced and entrepreneurial management teams
  • Potential for organic or acquisition-led growth
  • Competitive advantage resulting in sustainable margins and a high return on internally invested capital