Our investment philosophy demands a deep understanding of both operations and strategic initiatives of all companies we invest in. Our fundamental approach drives us to investigate the governance structure, natural resource dependency and social approach of portfolio companies. All this information is taken into account during our decision making process.
Companies are monitored closely and analysts have to demonstrate a thorough knowledge of the company and sector, obtained through market research, conversations with senior management of the company and its competitors, detailed valuation models, and comparisons with global peers when applicable.
Our team is constantly analyzing the changes and tendencies of ESG factors which could impact invested sector or the targeted companies and are prepared to include in all financial analysis ESG factors.
Also, following the corporate guideline of not investing in some pre-determined sectors and companies, our team excludes from all samples such sectors/company.
Finally, the targeted sectors and companies are compared to local and global peers in order to find which one has the best processes and culture.