Who we are

We are investors driven by constant research. We focus on carefully selected businesses, that are run by teams with well-aligned incentives, and have solid prospects for long term growth.

How we do it

The Research Journey: For us, this is an infinite process of interaction, to achieve a profound understanding of each case. We maintain the traditional research checklist, but with a significant difference in the amount of time spent on benchmarks.

Our strategy

Long only, fundamentalist, long term

“When you look at the chart for something that’s gone up and to the right for 20 years, think about all the times a holder would have had to convince himself not to sell.”

Howard Marks

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