Highly profitable business that are generating excess cash.
Opportunity to reinvest excess cash for sustainable growth.
People who think and behave like owners.
We are true investors who think in years, not months. We build portfolios that endure, backing exceptional companies for the long term to make money for our partners.
Goodhart’s Law is an adage that states ‘when a measure becomes a target, it ceases to be a good measure’.
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In this post, we discuss how we think about market volatility when it arrives, and how we act in periods where the word “correction” is plastered across every finance news site.
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