Public Equities

  • 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

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