Our Investment Philosophy
We seek to provide superior absolute and relative returns by identifying inflection points in companies’ return on invested capital (ROIC).
While focusing on the variables that drive changes in ROIC, we leverage our years of experience looking across countries and sectors to recognize recurring patterns that help us identify second derivative opportunities. Accordingly, our efforts focus on utilizing our global network and contacts to uncover differentiated research views that benefit from cross-border and cross-sector collaboration.
Through due diligence we build our thesis, identify potential investments and conduct detailed channel checks to confirm or challenge our thesis prior to making an investment.
The result is a highly differentiated global portfolio with better return potential and low correlation to indices and other managers.