INVESTMENT PRINCIPLES

We are active, long-term owners committed to building and sustaining high-performing businesses. Our disciplined investment approach is guided by a set of core principles: we invest in sectors with strong structural growth, in market-leading companies, and in partnership with trusted entrepreneurs and capable management teams.

Our portfolio has evolved strategically in response to shifts in the operating environment and the changing needs of our customers. We have consistently pursued opportunities in emerging sectors, while exiting non-core or underperforming businesses when appropriate. This proactive portfolio management has enabled us to build a diverse, resilient platform that has delivered sustained value across economic cycles.

 Our capital allocation strategy prioritizes reinvestment in our portfolio to drive organic growth and enhance long-term returns.