Our philosophy is reflected in everything we do:
i
Independent thinking
Be an independent and creative thinker that seeks proprietary deals within seafood.
t’
Transparency
Invest when signs of a trend are revealed, but before all the work of building a great business is completed.
s
Stakeholders
Invest with winners through friendly deals. This reflects faith in other shareholders, board members and management.
b
Buffettology
Test target with key investment criteria of Warren Buffett. Assess long term value creation and multiple expansion opportunities.
l
Long
Aim to keep an investment for a long period and make investment decision with a perpetual perspective.
u
Upside
Look for investments where minimum four- or five-times money multiple is realistic over 4-5 years. Less upside gives limited margin of safety.
e
EPS Growth
Look for earnings growth, ideally supported by long term growth trends. Be relentless in pushing for accretive growth every day.