Investment Guidelines
Concentrated Fund
Typically 15-40 global positions
Absolute return focus
Benchmark unaware
Downside protection
Options and selective shorts used to protect the portfolio.
Quantitative and qualitative process to identify opportunities focused on:
Quality of Management
A proven track record of building out a successful business and are aligned with shareholders. ESG factors are taken into account.
Quality of Business
Leaders or emerging leaders in industries with high quality products or services that have high barriers to entry.
Balance Sheet
Quantitative metrics used to screen out companies with high debt levels.
Valuation
We value the assets we invest in and seek out a margin of safety.
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