Public Equities

  • Initial approach with a macro-perspective and local insights
  • Protect downside through detailed credit-analysis and determining a Margin-of-Safety
  • Fundamental analysis to determine if security is mispriced
  • If possible, buy stock at discount/wholesale through direct negotiation
  • Clear understanding of position liquidity 2-3 year investment horizon

Target 50% return over a 2-year period on position

Private Investments

  • Initial approach with a macro-perspective and local insights
  • Detailed background checks and interviews with target investment management teams.
  • Technologies with the ability to transform an industry
  • Differentiated and defensible businesses
  • Structure deal and if possible control provisions
  • Typical investment size of $500k-$4 Million USD
  • Clear path to liquidity: trade sale or public offering

Target 50% IRR over a 2-year period on position