Latest news from the investment team.
Covers (1) portfolio business updates, (2) a case study on our investment in Frontier Group Holdings, and (3) how we find great investments.
The fund celebrates a major operational milestone in its establishment as a fully fledged operation, reiterating its commitment to its founding principles.
Discusses recent volatility and our true exposure to events in the Middle East.
Live pitch hosted by SumZero, a professional investor forum, covering our investment in International Petroleum.
Covers (1) portfolio business updates, (2) a case study on our investment in International Petroleum, and (3) how we recognise exceptional management.
The fund's inaugural letter covers (1) core principles and expectations, (2) a portfolio overview, and (3) a case study on our investment in Kingsway Financial Services.
