Risk Management

We believe the best way to manage risk is to build high conviction and commit to our positions as long as they make sense to us. High concentration therefore decreases our risk and enables us to handle periods of high volatility. We boil down our investments into a few clear drivers. These drivers are expected to unfold within a specific time frame and translate into the price of the securities. We determine specific entry and exit strategies based on price, time horizon and the dynamics of the situation.

Research Driven

The backbone of our research is building relationships with companies and getting to know them very closely. We built expertise in global industries such as consumer goods, resources, energy and banking. We also spend time understanding emerging markets with focus on China, Brazil, Chile and Colombia. This combination of country knowledge and industry expertise across geographies gives us a clear advantage in identifying trends and opportunities. The investment process is backed by disciplined fundamental analysis and financial modeling.

Transparent Returns

Most money making opportunities are straightforward and easy to understand. Our portfolio is based on the same premise. We prefer high concentration in liquid securities based on a clear strategy. This approach offers our investors transparent and comprehensible returns.