top of page
Strategy

Strategy

It all starts with having the right balance

Value Investments

All our investment ideas are generated using a value investing framework, where above-average risk-adjusted returns are sought by being long-term owners of companies that present great growth potential, are run by trustworthy people and perhaps most importantly, are trading at a reasonable price.

Dots again_edited_edited_edited.png
SeekPng_edited.png
castle.png

DEEP
"ECONOMIC MOAT"

SeekPng_edited.png
002-mental-health.png

HONEST & ABLE
MANAGEMENT

sticky1_edited_edited.png
003-sale.png

REASONABLE
PRICE

SeekPng_edited.png
debt.png

AVERSION
TO DEBT

SeekPng_edited.png
001-planet-earth.png

LONG-TERM
FOCUS

SeekPng_edited.png
cashback.png

CONSISTENT
CASH GENERATION

blueprint_edited_edited_edited.png
Untitled design_edited_edited.png
Untitled design (1)_edited.png

Smart diversification

We diversify across multiple public markets, currencies, sectors and strategies to reduce risk while enhancing long term returns.

Risk Management

Risk will always be a primordial consideration in our investment approach and the perceived potential pitfalls of any strategy will be carefully weighed prior to any investment decision.

Dots again_edited.png
Tablet Outline
pngwing.com (2).png
bottom of page