We believe in long-term philosophy of value investments. Our decisions are informed by bottom-up fundamental analyses based upon proprietary, company-specific research.
We invest in global public equities, investment funds, alternative investment managers and Real Estate Investment Trust (REITs) trading at a sizeable discount to long-term intrinsic value.
Our core investments comprise companies with exemplary management and sustainable competitive advantages, positive cash flows and strong balance sheets with planned holding periods exceeding three years.
Over 10% targeted return per annum on invested capital through value investing.
Our core investment markets represent developed countries located primarily in Europe as well as the United States.
We utilise appropriate sector diversification.
We invest in companies with a minimum market capitalization of €50MM.
Our portfolio management structure holds an average of 30 to 50 companies per portfolio.
We often invest under special circumstances by identifying core investment catalysts along with the downside risks of each opportunity.