We believe that only through disciplined investment analysis can a portfolio with characteristics of value and strength be built.


Our investment process accounts for key quantitative and qualitative factors which help us identify companies that exhibit high levels of stability yet maintain a proven ability to grow.


To help achieve this objective we place a high degree of importance on diversification, financial strength, global exposure, and skilled management when building investment portfolios.


Investment Diversification

Diversification across sectors and asset class

Sector Focus
• Financials • Industrials • Healthcare
• Consumer Products • Enterprise Technology

Targeted Assets
• Stocks • Bonds • Real Estate
• Private Equity

Global Reach and Transparency

Companies that have international scale exhibit certain desirable traits

  • Geographic diversification provides protection
  • Transparent and strong corporate governance
  • Ability to grow into new markets

Stability and Strength

Companies that exhibit financial strength and business stability are paramount

  • Strong balance sheet
  • Conservative use of debt
  • Requires minimal capital to maintain
  • Consistent high free cash flows
  • Competitive moat and pricing power

Proven Leadership

Management can turn a good investment to extraordinary with skilled capital allocation. We assess management by analyzing the following:

  • Mergers & acquisitions success
  • Business re-investment results
  • Share buyback execution
  • Dividend history


In certain cases it is valuable to diversify the Core Portfolio to include private assets such as real-estate and private business investments. This approach to investment management is followed by the majority of sophisticated investment organizations such as pension funds, foundations, and endowment funds. The following are recent comments from some of the world’s most influential financial organizations which echo our sentiments.

BNP Paribas

(global asset manager)

“There can be little doubt that in the future, private equity will continue to constitute an integral part of pension investors’ asset allocation”


(global pension consultant)

“The trend away from traditional asset classes observed in recent years continues, driven mainly by investors seeking to diversify their growth portfolios”


(largest US pension fund)

“Private Equity allocations are a means of enhancing equity returns through a value-added approach to investment management of a diverse set of portfolio companies and to capture the illiquidity premium”



Steady demand for product or service irrespective of business cycle

Industry Tailwinds

Industries where the total addressable market is growing into the future

Low Capital Expenditure

Minimal capital re-investment requirements to maintain business allows for high cash flow to investors

Fragmented Ownership

Industries with several independent owners helps to maintain reasonable valuation levels. Also known as the illiquidity premium