WHY PEOPLE JOIN US

Our diligence process compels us to understand a business better than anyone else.

The process involves understanding the underlying growth drivers of a business in granular detail, evaluating the strength and sustainability of the competitive moat, and judging the capability and intentions of management. In order to accomplish this objective, we conduct extensive due diligence involving various stakeholders.

We build strong relationships with management teams and entrepreneurs who are well regarded by the industry, in order to fully understand their business, and thus invest with confidence when we feel the valuation is attractive. Our conviction is further strengthened through the extensive on-ground field research we undertake with other stakeholders to understand the company from their perspective.

A key focus of our research is to ascertain the quality of the management team in order to determine their skill at allocating capital and whether they have the passion to take their business to the next level. A less appreciated, but extremely important part of this process, is to evaluate the integrity of the management team and corporate governance structure they have put in place.

Our intensive proprietary due diligence ultimately allows us to discover under-researched opportunities which we use to build a highly differentiated, benchmark agnostic portfolio.