Our Philosophy 

We consider ourselves custodians of shareholders' capital and believe that through constructive collaboration with company management and the board, we can instigate positive change.

We contribute a shareholder's standpoint to the governance and decision-making process in a supportive and constructive manner through a combination of:

  1. Substantial ownership (typically among the largest shareholders)
  2. A long-term outlook
  3. In-depth research and value-added insights to enhance the company's value

We typically seek board representation to ensure that management and boards act in the best interests of all shareholders in a timely manner.