Listed Companies
We seek the best possible deals at the best prices, applying the philosophy of value investing.
We manage an equity strategy based on the belief in the power of “compounder companies,”characterized by reasonable valuations, high returns on capital, exceptional management, effective capital allocation, strong economic moats, and the highest integrity in business.
We study the best investors and align with Terry Smith’s Fundsmith principles: “Our investment strategy is simple and based on three basic principles: buy good companies, don’t overpay, and do nothing.”We believe that, over the long term, this approach will generate superior risk-adjusted returns compared to our peers.