Our Core Values
Humble and Always Learning - We recognize that the market is the ultimate teacher. No matter our experience or performance, we stay grounded and open-minded. We put our heads down, learn continuously, and grow with discipline.
Win-Win as a Way of Life - We strive to build relationships and make decisions where everyone benefits, clients, partners, and our broader ecosystem. We also invest in businesses that create shared value, because long-term success is only sustainable when it is mutual.
People First, Always - We believe great outcomes come from great teams. We nurture a culture of respect, ownership, and shared purpose. Not only internally but we look for the same in companies we choose to invest in.
Investment Philosophy
Conviction with Clarity
We back every idea with research, reasoning, and responsibility. Our investment calls are driven by insight not noise, ensuring we act with purpose, not impulse.
Adaptability is Alpha
Markets evolve, and so do we. Agility in thought and execution keeps us ahead of cycles, spotting opportunity where others see uncertainty.
Aligned for the Long Game
We invest with the same lens as our clients patient, disciplined, and growth-oriented. Our capital, conviction, and credibility move together.
No compromise on Governance
We will never invest in a business with weak governance. No return is worth risking our clients’ capital or our integrity.
Investment Framework
Broad, Unbiased, and Principles-First
We invest across sectors and market caps, focusing purely on business fundamentals. What matters is the business, not its size or industry. We keep personal biases aside and maintain a strict commitment to strong corporate governance — we do not invest where trust is questionable.
The MTV Framework Guides Every Decision
We assess every business using our MTV lens:
-
Moat — the durable competitive advantage protecting profitability
-
Trigger — catalysts that can reshape earnings beyond current expectations
-
Value — paying a fair price that provides a margin of safety
Focus on Long-Term Compounding
We are patient investors. We back businesses where the Moat is durable, the Trigger is credible, and the Value allows time to compound — preferring steady long-term wealth creation over short-term outcomes.