“Nobody invests successfully by following the crowd”
When the investing stars line up and a great opportunity presents itself it’s important to size it correctly. Our specialty is to understand and develop very high conviction about an undervalued situation, then to invest heavily.
“Acquiring equity in listed companies as cheaply as we can.”
We keep our investment capital where we can achieve outstanding returns on it – in investment situations with the right characteristics – in a concentrated portfolio of winning situations. By thinking this way we tilt the likelihood of extraordinary success steeply in our direction.