Who We Are
We are a fundamental research and investment boutique dedicated to identifying, analysing and investing in founder-led public companies across the globe, as well as public companies which have preserved the entrepreneurial drive and management quality of their founding shareholders. We will dedicate our resources to companies of the highest quality only, those with exceptional products and services resulting in pricing power and superior financial metrics. We adopt a long-term perspective to investing, at least 5 years, seeking strong compounding of earnings and total shareholder returns.
We follow a research and investment approach focused on three core beliefs
Companies that deliver the most value for their customers often create the most value for their shareholders – a common attribute of founder driven businesses.
We focus on world-beating public companies, possessing lasting competitive advantages, with the conviction that over time, these companies will only grow stronger and deliver outstanding shareholder returns.
Our valuation methodology is focused on long-term organic revenue growth and earnings potential, combined with earnings visibility, profitability & cash flow generation, capital repatriation and balance sheet strength.