OUR INVESTMENT PRINCIPLES

OUR INVESTMENT PRINCIPLES

Our investment principles include Patience, Caution, Evaluation, Conviction, Execution, Discipline and Relationships.

Patience

  • Waiting for the right opportunity and resisting the temptation to invest.

Caution

  • Understanding the opportunity and only investing based on conviction.

Evaluation

  • A thorough evaluation and understanding of deeply discounted value assets.

Conviction

  • Swing the bat at opportunities we like.

Execution

  • Choosing the right entry level requires patience.
  • Defining the time horizon and exit levels.
  • Acting with intensity and passion.

Discipline

  • Strict adherence to criteria, execution and exit levels.
  • We aim to be investors not speculators.

Relationships

  • Back and retain people with the same value system through focus and intensity.

WAITING FOR THE RIGHT OPPORTUNITY

Click on the buttons below to read more about our approach to investing and our investment criteria.