Our Strategy

Value investing philosophy that seeks companies with the potential to deliver better-than-expected earnings growth.

A flexible investment approach that places a high degree of emphasis on fundamental analysis, company visits and active engagement with management.

In-depth stock analysis based on business model, growth potential, financial strength, corporate governance, valuation and currency.

Responsible investing is fundamental to our investment analysis and decision-making practices, and through active proxy voting and other engagement with portfolio companies, we promote improvements on environment, social and governance factors (ESG).

Careful risk management and mitigation are integral parts of the process, investing only in companies that we understand with management that is focused and is aligned with the interests of shareholders.