Investment Approach

Investment Approach

We seek to invest in undervalued companies relative to intrinsic value with strong growth potential.  Most of the potential companies we look at are mid-cap companies with earnings growth potential unrecognized by most other investors; those with turn-around stories or with potential for M&A situations.

We look for these companies through our extensive business networks and through constant meetings with prospective companies.  We perform in-depth fundamental research into the company’s management, financials, operations, customers and corporate governance.

Investment Process

Investment Process

Our investment team enforces rigorous due diligence before submission to the Independent Investment Committee. In addition to fundamental analysis, the investment team meets one on one with company executives, in order to:

  • Evaluate the strength of management and capability
  • Acquire a high level of comfort for the company’s commitment, competence, and prospects
  • Assess their business practices
  • Examine their office and operations
  • Investigate their corporate governance and outside auditing firm