WHAT WE DO
We are driven by the challenge of understanding companies and identifying their potential.
Focusing on mid-sized technology, media and telecommunications (TMT) companies globally, we constantly scan the world through an insular process driven by rigorous fact-based research. Constructing our portfolios bottom-up and balancing longs against shorts we target a consistently low net market exposure. We have built a distinct reputation for investing in unique and uncrowded positions and delivering high alpha dominant returns through different market environments.
We manage capital on behalf of sophisticated institutions around the world, from leading sovereign wealth funds and pension funds to pre-eminent endowments and charitable foundations supporting causes including education, the arts and culture, and healthcare.
Sy le bra
intellectual in nature
Celebrar (Portuguese) [v]:
to celebrate; to commemorate
Libra (Latin) [n]:
We practice deep and deliberate thought with an emphasis on intellectual honesty in our analysis and approach.
We are stimulated by the challenge of what we do, finding within it a sense of enjoyment and shared purpose.
We seek to be consciously balanced in our decision making and portfolio construction, managing both risk and return.