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Sustainability lasts longer, both for our world and for our capital. We are aware of the fragility of the earth and the role that companies have to play to keep it livable. That is why we internally assess all our investments on Environmental, Social and Governance (“ESG”) factors. We do this in a clear manner and based as much as possible on data.More


Shareholders share in a company's profits through dividend payments. These make up a large part of the total return investors make over the long term. Dividend is therefore of great importance when assessing an investment.More


Valuing companies is an art in itself. We have proven to be good at this. We use a process that we would like to explain. We calculate an intrinsic value based on cash flows (EBITDA), an applicable multiple verified in the private or public market, and we correct this for the net debt position, being the difference between cash and debt._cc781905-5cde-3194-bb3b -136bad5cf58d_More

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