We firmly believe that throughout the economic cycle superior returns can be achieved through:

• Value Arbitrage Investing
  Actively and creatively seeking value arbitrage opportunities, independently of the crowd

• Entrepreneurial Approach to Portfolio Management
  BlueGem acts as a partner to identify value creation opportunities and actively support the companies to achieve them

• Discipline
  BlueGem follows clear investment principles and adhere to them for all investment decisions

• Focus
  BlueGem focuses on countries and industries in which it has knowledge and can leverage on competitive advantage

• Flexibility
  BlueGem will consider acquisitions of full ownership, majority or minority stakes in private and public companies and has a very lean decision making process

• Fair Dealings
  BlueGem believes in the principle that morality is longevity