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.