Approach
We look to partner with strong management teams that seek to create value in their business and in the wider society. We base our investments on fundamental analysis examining the following:
Management Team: The team should have either a proven track record or relevant sector expertise.
Market: The Company operates in a sizable market with attractive growth characteristics and competitive dynamics.
Product: The product or service should have a defined market position offering significantly better performance and substantial competitive barrier.
Business Model: The company should be scalable, offering higher returns for each incremental product or service.
Financial: We look for businesses with attractive return on capital characteristics.
Current Business Scope: We look for later stage companies that have significant revenues and are at or near profitability.
Investment Horizon: We seek long-term investments that mature over a 5-10 year period.
Management Team: The team should have either a proven track record or relevant sector expertise.
Market: The Company operates in a sizable market with attractive growth characteristics and competitive dynamics.
Product: The product or service should have a defined market position offering significantly better performance and substantial competitive barrier.
Business Model: The company should be scalable, offering higher returns for each incremental product or service.
Financial: We look for businesses with attractive return on capital characteristics.
Current Business Scope: We look for later stage companies that have significant revenues and are at or near profitability.
Investment Horizon: We seek long-term investments that mature over a 5-10 year period.
