By looking at problems and solutions with a long term view, we believe more sustainable changes can be made that help all the stakeholders of the business, not just the financial ones.

The best concepts are most likely to be the simplest. We try and do away with jargon and complicated structures to make our investing transparent and easy to understand.

Even in this cashless society, cash is still king. Profitable companies that generate good cash yields should be celebrated for their boring resilience and stability, not deemed unambitious.