“We always look for differentiated specialised players with franchise brand value.”
“Promoters should possess integrity, knowledge of business and capital allocation capabilities, in addition to building the next layer of the management team."
“The concept of finding great businesses, run by capable and trustworthy entrepreneurs, and investing in them with a long-term perspective works in any market environment”
“If you are looking over the long-term, the market prices will always respond to the fundamental improvement in companies”
“Their outlook on capital allocation is astute.”