Presence of a controlling family or shareholder with a long-term vocation and strategic vision
High-quality portfolio of listed and/or unlisted companies with the potential for sustained, above average, long-term growth
Strong track record of capital allocation with returns in excess of broader equity markets
Investment in companies trading at a discount to their net asset Value, preferably with a catalyst to reduce the discount
Solid balance sheet with limited financial indebtedness
+ The combination of a portfolio of high-quality companies managed by long-term capital allocators create the potential for superior asset value growth
+ Investing in companies that trade at a discount to their Net Asset Value provides an additional source of return