Leadership
We invest in people, not businesses.
Great leaders are rare, but they can make all the difference.
We are looking for management that embodies a far-sighted and shareholder-oriented approach. We believe that exceptional visionaries who are personally very connected to the company will make decisions that make sense for long-term value creation.
Key people in management, including the board of directors should have an owner-mentality with large chunks of their net-worth being exposed to the business they are serving.
The 1997 Amazon Shareholder Letter Embodies An Exceptional Manager.
Jeff Bezos embodies the characteristics that define successful business leaders: innovation and entrepreneurial spirit coupled with a frugal, lean culture.
01
It‘s All About The Longterm
Make investment decisions in light of long-term market leadership consideration rather than short-term profitability considerations, to please Wall Street.
02
Obsess Over Customers
Constantly reassuring that you are offering your customers the most compelling value on the market is crucial in retaining leadership position.