Investment Process

 

 Core to our approach is maintaining investment process discipline. Below we highlight this approach applied consistently across our universe.

 
 
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Stage 1
Thorough Screening to Define Universe, We Target Global Growth Businesses

  • Universe Consists of Roughly 200 Listed Businesses across our sectors of expertise.

  • Investment Universe has been pre-screened for founder-led businesses with potential to sustain strong revenue growth for years and even decades.

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Stage 2
Understanding the Business - Extensive Due Diligence

  • Out of the 200 Stock Universe, extensive due diligence will be performed on 30 / year.

  • Extensive due diligence includes calls/meetings with industry experts, customers, competitors, ex-employees.

  • Relationship with management key to investment. We are meticulous in our assessment of management and insist upon regular meaningful meetings with key management personnel.

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Stage 3
Valuation - 15% Minimum Return Criteria

  • We seek a minimum return of 15% on a particular investment. As such, we apply a reasonable multiple on our profit number 5 or 10 years out.

  • Return must factor in a margin of safety.