"Stick to simple ideas and apply them scrupulously"
- Pascal
ACTIVE PORTFOLIO MANAGEMENT
Value Investing
We build and manage active equity portfolios based on our proprietary value approach. Our portfolios are long biased, focused on small, value orientated companies in and around the consumer sector.
We look for companies that, while experiencing short term distress, possess the ability to provide ongoing tangible value.
Investments are selected based on bottom-up research, internal screening, industry research and rigorous financial statement analysis.