Investment Ethos
Ownership Mindset
As investors we bring ownership mindset to investing and think about ourselves as owners of business
Long Term Approach
Our long-term business-oriented approach to investing and proprietary investment framework gives us an edge to overlook short term volatility
Focus on High Quality
We are focused on Investing into Good Quality business that can deliver Sustainable Growth over the medium term to long term
Risk Management
We firmly believe Risk Management is central to our investment approach and as a result we are focused on generating superior risk adjusted returns
Corporate Governance
We have high expectations for strong corporate governance from our investee companies, as it is a fundamental component of our investment strategy. Ensuring effective governance is not only a priority but a key aspect that aligns with our approach to fostering sustainable and responsible growth. We believe that by emphasizing high standards in corporate governance, our investee companies are better positioned to deliver long-term value, mitigate risks, and contribute positively to society.
RISK MANAGEMENT
The fund managers will strive to manage the following risks
Investing in unsustainable/weak companies
Experienced investment professionals to help limit investment universe to carefully selected high quality business
Overpaying for a company
Detailed in-house research to enable “Fair Value” based investment recommendations
Inability for management to drive growth
Assess quality of team and their focus on creating shareholder value
Risk due to company or sector specific event
Effective and timely response to uncertain events possible due to in-depth understanding of businesses
Overleverage or dependent on a critical revenue stream
Monitor overall financial risk and leverage of investee company
Risk of business failure
Experienced investment professionals to help limit investment universe to carefully select good quality businesses
Market Risk
Monitor overall portfolio volatility and control risk class/ sector/ stock exposures as needed