Value Creation Process

Bottom-up selection approach following a time-tested selection process.

Proprietary screens

Our equity screening model is built on strict, value-oriented criteria to quickly evaluate thousands of stocks worldwide. Developed internally, the model searches global markets for companies with solid financials, attractive valuations, high-quality leadership, and a durable competitive moat. The result is a dynamic shortlist of businesses that align with our long-term thinking and value philosophy, and which can then progress for in-depth analysis by our research team.

Multi-step due diligence

We seek fundamentally sound businesses that generate strong, sustainable cash flows and are led by exceptional management teams. Grounded in bottom-up fundamental research, our focus lies in identifying companies that are often misunderstood or overlooked by the market, yet exhibit clear potential for substantial long-term upside.

4Ms analysis

We apply the 4M framework to evaluate businesses with clarity and consistency. We target companies backed by structural growth, strong market positions, and durable moats—whether through technology, scale, brand, or regulation. Above all, we invest in management teams with proven capital discipline, integrity, and alignment with shareholders. This disciplined approach drives our high-conviction, long-term investments.

Valuation models

We take a long-term, fundamentally-driven investment approach, avoiding market timing in favor of consistent, disciplined decision-making. Our focus lies on identifying outstanding businesses with the potential to generate strong, compounding cash flows and outgrow their peers over extended periods. We believe that true value is created not through short-term speculation, but patient ownership of high-quality companies.

Explore Our Investment Process at Work

How Our Field Research Drives Value Creation in your portfolio.

The regular interaction with management gives us first hand insights, about the strategy, long-term client demand for there products/services, competition but also corporate culture and their thinking

Letter From the Field

Investment Principles

Circle of Competence

We invest only in businesses we can genuinely understand and evaluate. If we cannot comprehend how a company generates cash flows, creates competitive advantages, or sustains profitability, we do not deploy capital, regardless of potential returns.

Substance over Stories

We focus on profitable, well-established businesses with clear competitive advantages. Firms with sustainable economics, recurring revenues, and proven market positions offer steadier long-term value creation than speculative ventures promising uncertain growth.

Management Partnership

We assess management teams as if they were stewards of our entire net worth. We seek disciplined leaders who think like owners, allocate capital effectively, communicate honestly, and have demonstrated an ability to build shareholder value over time.

Margin of Safety

We invest when outstanding businesses trade at meaningful discounts to intrinsic value. Maintaining strict price discipline helps guard against analytical mistakes and market volatility, forming the foundation for durable, long-term investment success.

Patient Capital Deployment

We hold investments for the long term, often many years, to allow value to compound. Temporary market swings are viewed as opportunities rather than risks, as patience and rationality drive better results than short-term reactions.