Targets;
Strategically committed , tactically agile
15% hurdle rate for equity Investments
30% hurdle rate when entering the board
Target companies;
Small / medium sized and listed
Insurance, banking, IT and consultancy
Companies you truly understand
Investment strategy;
Long only
Value only
Few investments
Companies to board with;
Where you can add significant value
Where you have skin in the game
Where you have strong shareholder support