Highly profitable business that are generating excess cash.
Opportunity to reinvest excess cash for sustainable growth.
People who think and behave like owners.
We are true investors who think in years, not months. We build portfolios that endure, backing exceptional companies for the long term to make money for our partners.
2023 was another strange year in markets. The prevailing mood at the end of 2022 was decidedly downbeat, and countless market participants were waiting for ‘something to break’ due to higher interest rates.
Read moreGoodhart’s Law is an adage that states ‘when a measure becomes a target, it ceases to be a good measure’.
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