Our investment process is rigorous and ongoing, in the face of fluid markets and business models. This drives us to continuously monitor and challenge our analysis to optimize portfolio positions.

Idea Generation and Analysis

We use proprietary screening methods and financial modeling to identify a basket of companies that meet our strict requirements. Among other criteria, we look for companies with:

• High returns on capital
• Healthy balance sheets
• Strong free-cash-flow

Due Diligence

We search for reasons why businesses should be excluded from our basket by further dissecting financial statements, industry research and other analytical tools.

For companies that survive our stress-testing, we interact with management and industry analysts to further assess a company's potential inclusion in the portfolio.

Decision and Execution

The final test is valuation and determining the appropriate entry/exit points for maximizing returns.