Our Philosophy.
We are long-term investors. We invest in high-quality, long-term, durable, growing and phenomenally managed businesses.
We identify as a ‘value-growth’ investor – buying high-quality long-term companies at a large discount to intrinsic valuation.
We identify as a ‘value-growth’ investor – buying high-quality long-term companies at a large discount to intrinsic valuation. We assess intrinsic value over the medium to long term.
We see this as a mix of Value fundamentals (Graham & Dodd, Buffett) with Growth (Fisher) and not-losing money (Marks) investment philosophies.
We find that software, technology, infrastructure, property, insurance and healthcare companies have characteristics that can best match this thesis and are thus core to our portfolio construction.