Investment for us is buying businesses and thus, understanding the business threadbare is our starting point. We are a team of highly qualified & experienced investment professionals that come with a strong equity research background across sectors and cycles. Our understanding of global macro economics and economic cycles along with in-depth understanding of company businesses and financials help us to be generally ahead of the markets. Being early in identifying trends/ themes/ stocks allow us the required margin of safety while investing.
Along with this, the management of the companies where we invest has to be capable and the business should have a sustainable moat. Further, this should result in significant and growing free cash flow generation within our investment horizon.
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