We respect every single dollar invested with us. This will never change.
The manager is aligned to the outcomes of all unitholders.
With our experience, networks and resources, we aim to uncover answers to our questions in our quest of validating the handful of levers that will impact a company’s earnings, driving share price.
Various traditional and alternate data sources contribute to our due diligence process, ongoing monitoring and our exit strategies.
Holding shares in a multitude of companies delivers an ‘index-like’ return. We hold positions in 5 – 15 outstanding companies meeting our return hurdles.