Investment Process

Once we have identified a promising company, we tend to follow the company’s progress for a time before investing, and then invest in stages. Before committing capital we put each of our potential investments through a thorough review process that includes analysis of the following:

  • Management
  • Valuation, both relative and absolute
  • Accounting practices
  • Economic, business and product cycles
  • Competitive position
  • Business model and projected financial performance
  • Trends in industry, subsector and comparable companies
  • Corporate governance