Most of the companies in our portfolio are industry leaders with a strong sustainable competitive advantage
Companies need to have very low debt levels and some of the companies are in fact net cash positive
Good dividend paying record, corporate governance practices & sound long term performance record.
On a trailing basis the portfolio PE ratio is less than 12x cyclically adjusted earnings.
Majority of our companies have done buy-back / creeping acquisition in the 12 months prior to our initial acquisition
Our portfolio includes companies with strong and consistent cash flow generation