Every thriving business in any industry needs to be data-driven. This requires each firm to have an agile cloud-based infrastructure. The digitalisation of the world is generating a tectonic shift of wealth within society, thereby creating big winners and losers. Our mission is to let our investors participate in the thriving winners of our time.
The best businesses have a long runway of sustainable growth ahead, generate superior returns, and increase their moat along the way.
We are attracted to great businesses and are willing to pay a fair price to become co-owners of exceptional companies. In our research process, we are focused on the qualitative factors that drive the earnings power for a long time to come.