Investment Philosophy

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We take a long term view when investing in businesses. In today's world, stocks have been gamified and action is encouraged, we believe in the contrary and allow our businesses to reach their intrinsic value through patience.

We believe that the businesses need to have a strong competitive moat in their countries and industries. The higher the barrier to entry, the more attractive the business becomes.

We believe that the management should have a strong track record of integrity, honesty and expertise in their respective fields. Such credibility is crucial in developing trust and confidence to deploy hard earned capital.

We believe in finding unique opportunities that are trading below intrinsic value. Such margin of safety is crucial in avoiding permanent loss of capital.