Our Strategy

We invest in great companies that have the potential to increase intrinsic value over time when the market
allows us to do so at a discount to underlying value.

Philosophy

We believe that public investment markets are often inefficient and present compelling investment opportunities.

Investment Process

We have a well-tested and repeatable investment process that creates value from four key elements.

What Makes Us Different

Our disciplined investment process is unique in applying private equity principles to public equity markets.