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Investment Process
As owner-minded investors, we prefer investments that have the following attributes:
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Markets with potential
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Superior financials and re-investment opportunities
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Competitive advantages and pricing power
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Managements we trust and admire
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Attractive valuations
Investing in the undervalued equity of high-quality businesses allows us to derive our investment returns from two potential sources:
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The internal performance of the business (the operating results)
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The market’s “revaluation” of the business (multiple expansion)
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