The right talent in the right place can dramatically improve the long-term equity value of any company. Site visits are undertaken to identify first-class operators and understand the company’s culture. We want to invest alongside superior management who understand capital allocation and shareholder value.

We expect the management to run the businesses ethically, with a long-term mindset, and for the benefit of all stakeholders. We strictly see ourselves as investors, and allocators of capital, and have no desire (or skill) to manage our investee companies. 

Our managers know their businesses backward and need none of our interference. However, while we do not claim our network is better than theirs, we do think our network is likely to be different. We are able to introduce non-executive directors, advisers or key recruits. During fund raisings, we can lead the round, make relevant introductions and accelerate the process to a successful close.   

As shareholders, we see ourselves as co-owners of the business and co-partners to the management. There is no hiding: We want our companies to succeed and will do what we can for the company’s benefit.

In short, we will act and behave like your business partner.

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Our operating ethos:

• Care: We take care of our investor’s money. We are naturally aligned because we are investors in the fund too.
• Trust: We only invest in companies we know and trust. Whether it is life, business, or investing, trust underpins everything we do.  The basis of our day-to-day dealings is ‘dictum meum pactum’ (‘my word is my bond’ in Latin).
• Patience: We are here to deliver long-term, sustainable value, not short-term trading profits. We have endured market cycles and are wired to be patient and “do nothing”. We act only when the right opportunity emerges.

We are not index huggers, quite the opposite. Hence, it is highly unlikely that our performance would mirror the index. We invest with a 3 to 5-year view and our style would be suitable for you, only if your time horizon is a long term by which we mean 5 years and more.

In short, we would treat you exactly how we would like to have been be treated if you were managing our money. We will be open and we will be honest.   

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