Investment Approach

Investing in the right company is important to returns, but being in the right sector is even more important, as companies within a sector usually move in tandem. Thus, the Manager utilizes a "top-down, bottom-up" approach to investing that involves marrying its macroeconomic view ("top-down"), which will help identify industries or sectors that are poised to outperform, with the selection of individual companies ("bottom-up") to pick investments it expects to perform well.

Once potential investments are identified, they are subjected to the rigorous due diligence and investment underwriting process of the Manager in order to select the most attractive investment opportunities.