Investment Criteria

We are sector agnostic; we believe that different sectors offer specific opportunities during different stages of the business cycle.

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

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