
Our investment philosophy
We Are Business Owners
We are dedicated to disciplined long-term investments in exceptional companies with reliable cash flows and a clear vision for the next 3 years.
We focus on founder-led companies or management teams with a strong long-term vision and exceptional capital allocation, committed to
growing shareholder value.
Mission Critical
We focus on identifying mission critical companies that are essential and irreplaceable, those that we believe are worth holding even in times of crisis. Our strategy is backed by deep understanding of the tech sector, comprehensive research and analysis, along with insights from world-class tech experts.
Margin of Safety
Using a Growth at a Reasonable Price (GARP) strategy, we ensure a margin of safety in our investments. This approach is particularly effective in the SMID-cap tech sector, where overlooked opportunities often arise. By working hard to uncover these hidden gems, we capture high-quality investments that blend growth with value, benefiting from both stability and upside potential