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In the long term, value is created through
the association of disciplined investors with quality companies. We
want to spot and acquire high quality companies and help them
to grow. We want to associate ourselves with good management
teams who are experienced, capable, creative and straightforward.
We strongly believe in focus and discipline in
the origination, analysis and execution of our investment opportunities.
We believe in the different roles
of shareholders and management. We think that real
wealth is created by a true partnership between shareholders
and management, where each party focuses on its own strengths
and respects each other’s
roles. We do not expect, nor are we capable, to substitute ourselves
into the day-to-day management of our companies.
BlueGem: “Disciplined search
for hidden gems”
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