A structured analytical framework and disciplined execution is central to a successful investment outcome. For more than 20 years the investment team has consistently evaluated investment opportunities against an established due diligence process to find sustainable business models.
We are not limiting our investments to certain industries, sectors or market capitalization, but will invest whenever the criteria in our due diligence process are met AND we can acquire the stock at a sufficient margin of safety.
If market conditions prevent us from finding enough stocks that fulfil our demand towards the quality of intrinsic value or are unable to acquire stocks at a sufficient margin of safety, we will temporarily leave part of the portfolio in cash.
A continuous monitoring of the companies we invest in helps to ensure that the investment case remains intact throughout the holding period.