Access
Founder-to-founder rapport with leadership teams, enabling deeper conversations and faster signals.
Guiding
Principles
Core values that drive our investment philosophy
“The young men know the rules. The old men know the exceptions. ”
Objectivity
Most things are not as bad or as good as they may instinctively seem.
Learn-ability
Keep eyes and ears open—Mr. Market will show you all you need to know.
Humility
Anything can happen. The market is almost always right; manage risk first.
Why
Choose Us
Warm, human, and execution-focused advantages
“Speed is the essence of execution.”
Expertise
Multi-sector experience across financials, consumer, services, and industrials with repeatable playbooks.
Flexibility
Freedom to pursue micro-themes and nimble positions that larger funds often cannot touch.
Investment
Framework
A balanced view of what we can and cannot control
Uncontrollables ("Value")
Racetrack
Industry
Growth, profit pools, disruption risk
Horse
Company
Moat, differentiation, share
Jockey
Management
Values, incentives, stewardship
Controllables ("Price")
- Last reported earnings
- Forward projections: Revenue / EBITDA / PAT / FCF (12–24m)
- Step-jumps in capacity addition
- Macro inflections: tariffs, rates, policy
“Nothing will be perfect across all parameters—our aim is the best bang for our buck.”
Portfolio
Construction
Infographic overview of position archetypes and target ranges
1
Compounders
20–40%
15–20% IRR • 2–5y
Sector leaders compounding earnings with durable moats and disciplined reinvestment.
2
Challengers
20–40%
15–25% IRR • 2–5y
Emerging share-gainers with improving unit economics and runway for scale.
3
Turnarounds
15–30%
50–200% Upside • 1–2y
Operational resets or capital structure fixes driving sharp earnings inflections.
4
Special Situations
0–15%
50–200% Upside • 3–9m
Corporate actions (merger/demerger, spin, delisting, arbitrage) with defined catalysts.
Strategic Portfolio — Balanced exposure across archetypes
Investment
Process
Stepwise, evidence-led decision making
Ideation
- Tracking list
- Screens
- Results surprises
- Industry connects
- Investor community
Research
- Financials
- Earnings calls
- Interviews
- Mgmt. meetings
- Discussion with sell-side analysts
- Valuation check
VAR / Scuttlebutt
- Interviews with competitors, customers, suppliers, ex-employees
- Site / plant visits
- Self-use of product / service
Action
- Continued mgmt. interaction
- Buy / add / trim / exit based on relative / absolute attractiveness