Our investment principles are based on investing in opportunities that offer sustainable growth.
Our strategy is to invest in businesses that meet the following criteria:
Sustainablilty of business model.
Quality of management;
Balance Sheet Strength and clarity of cash flows;
Defensiveness(offering down-side protection)
Attractively prices (not overpaying for an asset is the first step to long-term investment succss).
All three ESG factors need to be considerd in order to establish whether a business model is sustainable or not.