Our Investment Philosophy

We are value investors at heart.

We don't really care what market does on day to day basis.

Our minimum investment time horizon is 7 years.

We invest in companies with high profit margin.

We avoid companies which needs a lot of CAPEX.

We are fine with being -50% this year to have 10X returns in 7 years.

We do use financial derivatives, mostly for hedging.

We invest globally.

We wait for a fat pitch. We might buy less than one business a year.

Sometimes we might clone ideas from the best investors in the world.

We are mainly a family office.