0 MM AUM
+ 0 Years of experience
0 Funds

Equity

We seek value by developing in-depth analyses of all the companies in our portfolio. We believe value creation is achieved through a concentrated portfolio, bottom-up analysis , and a highly experienced team. We regularly visit all companies in our portfolio and investment universe, and hold individual meetings with key members of management, constantly evaluating their performance. This process, combined with our long-standing industry knowledge, has proven to consistently deliver above-market results.