Focus
We focus on companies which sell products and services considered important to the lifestyle, well-being, and business performance of their customers in frontier and new emerging countries
Research Driven
Our process is underpinned by fundamental analysis, deep-dive research, and an emphasis on investing in well-managed companies that possess unique and durable sources of competitive advantage in their industry
Long term
We are long-term investors and expect to benefit from short-termism and behavioral biases that arise in different stages of the investment cycle
Aligned
We seek to own companies whose management and majority shareholders are aligned with minority investors