BUYING QUALITY BUSINESSES
AT A DISCOUNT TO THEIR INTRINSIC VALUE
INVESTIMENT PHILOSOPHY
BUSINESSES WE LOOK FOR
Business and industries we are knowledgeable about with high and sustainable returns over invested capital and opportunities for additional capital deployment and managed by able and trustworthy officers and directors. We look for a strong track record and alignment of interests.
HOW WE APPROACH VALUE
We use different scenarios to gauge valuation asymmetries to assemble a portfolio where each holding contributes to long-term alpha generation.
WHAT MAKES US UNIQUE
CO-MANAGEMENT
Shared decision making allows for the minimization of personal biases.
TEAM OF INVESTORS
A team made up of analysts with an investor mindset, which will go beyond analysis.
DIFFERENT PERSPECTIVES
A team with diverse professional backgrounds allows for different perspectives on the same subjects, amplifying decision-making capabilities.
OUR VALUES
MEANINGFUL RELATIONSHIPS
We foster meaningful relationships with all our stakeholders – employees, companies, executives, and investors.
OWNERSHIP
We strive for simplicity and continuous improvement, incentivizing our team to work in the spirit that they are responsible for the consequences of their decisions.
SUSTAINABILITY
We assess the impact of Indie and our investments, contributing towards building a sustainable future for next generations.