Value Investment Strategy

Key Metrics

Asset Selection Criteria

1

Verified Growth and Sector Sustainability

The equity selected must demonstrate consistent revenue and earnings growth within a resilient and expanding industry or sector. This includes evidence of long-term demand drivers, regulatory stability, and competitive positioning that supports sustainable performance.

2

Clear Business Model

Companies must exhibit a well-defined and executable business model with a visible trajectory toward profitability. This includes positive unit economics, scalable operations, and strategic initiatives that support margin expansion and cost efficiency.

3

Strong Management Team

Leadership must have a proven track record of execution, innovation, and governance. Preference is given to teams with prior success in scaling businesses, navigating market cycles, and delivering shareholder value.

4

Exceptional Valuation Opportunity

The equity must be priced at a compelling value relative to its intrinsic worth, based on metrics such as future P/E and current PE, EV/EBITDA, and discounted cash flow analysis. The strategy targets valuation inefficiencies that offer asymmetric risk-reward profiles.

5

Established Institutional Investment Presence

The company should ideally have ongoing institutional investors or recent shareholding addition from reputable institutional investors. This signals confidence in the business model and provides liquidity for exit in the future.

Execution Process

Performance