Active ownership. Meaningful ownership stakes and constructive engagement with management, corporate boards and other shareholders allow the team to act as a catalyst for a sequence of value-creating events. This makes the strategy less dependent on market inefficiencies or single events.
Deep understanding of portfolio companies. Concentrated portfolios and a long-term approach with an average holding period of 3-5 years allows the team to make in-depth assessments of company fundamentals and change opportunities.
Value-driven investment and engagement process. Systematic use of a value lever framework for investment analysis and engagement with companies.
Long-term capital. Underpinned by lock-ups, allowing for effective implementation of the strategy.