Long-term equity investor in European public markets with 15-position concentrated portfolios
Invest in European public equities with strong free cash flow and sustainable competitive advantages; Identify inflection points in free cash flow for capital appreciation; Engage in constructive dialogue with management teams; Drive shareholder outcomes via activism when appropriate
Founded in 2007; Regulated by FINMA and registered with SEC; Signatory of UN PRI; Employee count: 11-50; HQ in Geneva, Switzerland