Typically 15-20 global positions
Absolute return focus
Up to 50% cash. 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.
Quantitative metrics used to screen out companies with high debt levels.
We value the assets we invest in and seek out a margin of safety.
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