We invest in high-quality companies positioned to deliver sustainable value.

The above list refers to our portfolio current Core Positions that have been disclosed to our investors. Our portfolio may contain some additional positions that do not qualify as Core Positions and remain undisclosed.

  • Alphabet
    • Description
    • Investment thesis
    • Situation
    • Undiscovered growth
    • Value and operating
    • ESG (CDP score?... TBD with Mouchumi)
    • In portfolio/exited