- Initial approach with a macro-perspective and local insights
- Protect downside through detailed credit-analysis and determining a margin-of-safety
- Fundamental analysis to determine if security is mispriced
- Clear understanding of position liquidity with a 2-3 year investment horizon
Public Equities
Private Investments
- Initial approach with a macro-perspective and local insights
- Detailed background checks and interviews with target investment management teams
- Companies with the ability to transform an industry
- Differentiated and defensible businesses
- Structure deal and if possible control provisions
- Clear path to liquidity: trade sale or public offering