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