Quality-based and avoid doing anything reckless. This means we try to find assets which have a margin of safety via valuation or growth and stay away from speculation.
Invest Globally
We search far and wide for solid investments not restricting ourselves to any particular geography.
Concentrated Portfolios
Our solutions tend to be concentrated with containing anywhere from 8-15 positions each. While concentration can lead to higher volatility we believe it results in stronger long-term results.
Time Horizion
We ask investors to allocate capital to us for a minimum of 5 years as this is our typical investment period in assets.
Fees
Fees are a great way of eroding returns, thus we structure our solution with investor-friendly fee arrangements.
Leverage
While we have the ability to, we do not employ leverage in any of our solutions.
Volatility - Risk Or Opportunity?
We see volatility as more of an opportunity rather than a risk, and we tend to be more aggressive in tougher markets. However, we understand that this strategy will not appeal to all investors.
Incentives
We are invested alongside our clients and thus have significant skin in the game.
Derivatives
Our solutions do employ the use of options from time-to-time either for hedging purposes or to conserve capital.
