What’s More?

We bring the balance of Art and Science in our approach with a team of 35 investment professionals and processes regulated by our trademark OpcoFincoTM Model. A few more factors of our investment process are:

• We have a simple yet powerful process of investing in businesses based on stock selection rather than betting on macro.
• We believe outsized returns can be earned over time by investing in great businesses at attractive values. A great business is one that is well managed, scalable, and generates superior returns on incremental capital. Valuation is attractive when the current market price is at a substantial discount to intrinsic value. Bottom up stock selection forms the basis of everything we do and is the key return driver of our investment approach.
• We seek to invest in companies with strong or improving fundamentals and do so when they are trading at a substantial discount to their intrinsic value.
• We generally avoid businesses with weaker characteristics such as poor corporate governance, weak returns on incremental capital, and businesses that face substitution or obsolescence risk.

We look for investment opportunities that represent a powerful combination of business and value while avoiding weaker combinations. These are the two critical pillars of our investment philosophy – business and valuation.

To sum it up, we firmly believe that Investing is a combination of Art and Science and maintaining a balance between both.