Our process is based on the future.
We invest in innovation, growth and disruption. That is our speciality, and that is what we are good at.
We have a qualitative approach to the companies we invest in. We strive for a deep understanding of these companies. This understanding is often based on cumulative knowledge built over time. We spend a lot of time listening to visionary CEO’s since many of these are at the forefront of understanding where the world is heading.
Since we focus on the future and what is going to be the next big thing, we are not very excited about accountants and their DCF-models; these methods are based on the past, not orientated for today’s rapidly changing business landscapes. We compare these quantitative valuations with our perception of the future of the companies to look for attractive investments.