Investment Management

Long-term investments will always out-perform an investment approach based on short-term speculation

Investments should be made after undertaking deep research on the sector, company and management

Extreme market environments provide opportunities for entry into otherwise fully priced opportunities

Constructive engagement with management provides an opportunity to drive alpha returns and manage risk

Specialization is necessary for any manager to succeed as the world is flush with many complex possibilities

Avoiding capital loss in any investment is as critical as discovering the winners who can drive overall returns