Driven by Fundamentals.

Guided by Principles.

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About us

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Founded in 2024, we invest with conviction through a principled, thesis-driven approach. Our mandate centers on the public markets, with a focus on partnering with companies to drive growth and create long-term value.

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Strategic. Principle-Driven.  Lasting Success.

Strategy

Our public market strategy focuses on making  investments in publicly traded companies, targeting opportunities where we can enhance value through strategic capital deployment. By utilizing a combination of equity, debt, and hybrid instruments, we seek to capitalize on market inefficiencies and unlock growth potential in select public companies.

our investment approach

Our investment approach is rooted in fundamental analysis and a disciplined, opportunity-driven approach to long-term value creation. We focus on investments in public companies where we see strong strategic alignment, compelling fundamentals, and a clear path to value-unlocking events. Our team’s deep investment and capital markets expertise allows us to identify and support businesses positioned for sustainable growth.