Investment Strategy

The companies in which we consider an investment have 3 strategic characteristics.

They are present in sectors such as Industrials, Consumer Goods, and Services. This circle of competence is based on our investment experience and our professional backgrounds.

They have global exposure. Today, 80% of the world population lives outside of Europe and the US. As long term shareholders, it is very important that the companies we own be present on global markets.

They are leaders (#1, 2 or 3) or their industries. We know that it is amongst these businesses that we will find the best blend of resilience (toward the economic cycle) and flexibility (to take advantage of opportunities).