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Investment Philosophy

We conduct extensive due diligence on each investment – before and after investing.

Valuation/
Accounting
Analysis

Low P/E

Low Price to Book

Accelerating earnings

High ROE

Low debt

Increasing dividends

Company
Analysis

Quality and depth of management

Competitive position

Sensitivity to economic/market cycle

Margin and sales trends

Geographical breakdown

Macro environment

We look for
companies with
these traits

Durable advantage

Assets that can’t be replaced

Number one or two in their market

Low cost operator

Global distributor with scale

Countercyclical

Long-term
horizon

Multi-year time horizon for investment thesis

Positions will grow over the courseof a market cycle

Unloved and undervalued companies whose potential can be realized

Avoid fads and find companies with sustainable business models

Constantly monitor our investment thesis