GUIDING PRINCIPLES

Invest in Companies - not Securities

We focus on buying businesses rather than equity securities. As such, value of  each company is determined based on its future valuation relative to other businesses.

Work with the Best     

We strive to nominate managers and board members to our portfolio companies that are honest, capable and accountable and our objective is to align compensation with the shareholder value creation.

Exploit Weak Market Conditions

We seek low leverage in our portfolio companies to enable managers to focus on increasing the competitiveness of the business, making investments for growth and exploiting attractive acquisition opportunities.

Open, Direct and Fact Based Discussions

We aim for open, direct and fact based discussions with managers and board members to create the best possible plan for increasing the customer value and thereby the competitiveness of our portfolio companies.