Investment Philosophy
- Thematic Investing
- Macro-Economy matters
- Risk Control
- Leverage sector experts
(Our LPs) - Benefit from specialization
Our thematic investment styles are designed around niche investment opportunities – taking advantage of an insight that can provide the edge, and then adding layers of research and due diligence to construct a portfolio.
To us, both micro (firm level) and macro risks are critical in determining outcomes. We carefully evaluate the fundamentals of each business that we own and, in addition, ask ourselves if the prevailing and expected conditions in the economy will act for or against our interest.
Our goal is not superior investment performance but superior performance with less-than-commensurate risk.
The common foundation of sector leaders (LPs), network, knowledge and work culture underpin all our investment approaches, providing us the benefit of scale.
Our specialized portfolio allocation enables our investors to get exactly what they want and plan their other investments accordingly. Our investors benefit from the specialist knowledge and global reach of our network.