Margin of Safety
Our endeavor is to buy businesses well below their intrinsic value, so we have an excellent margin of safety.
Investment Philosophy
Management Excellence
We focus on businesses with excellent management standards when it comes to capital allocation decisions, governance standards and focus on shareholder returns.
Patience
We treat patience as a virtue and are willing to sit through market volatility to maximize investment returns over long holding periods.
Risk Management
We look at investments from a risk reward lens where the inherent reward from the investment should far outweigh the risks of the investment.