Disciplined approach to buying.
Given our flexibility, we are able to invest in multiple asset classes — debt or equity, private or public. However, our central tenet is to generate long-term absolute returns through sustainable capital appreciation of our investments — emphasising on both return on capital and return of capital.
It is our belief that if we can minimise our losses; the winners will take care of themselves. This also explains our propensity to favour businesses that are backed by substantial asset values. They are in our experience more reliable determinants of value than projected earnings.Private Companies Public Companies Real Estate