We are a 2 partners team managing a concentrated portfolio,
with the intention to hold our investments for as long as the fundamentals stay
intact. We do not chase, nor wish to participate in the short-term race for
returns, choosing instead for the best opportunities to invest in. The time we
do so is the time we invest big, taking outsized stakes in what we call the “misguided
& misunderstood” investments. Contrary to many, we subscribe to the notion
of low risk, high return.