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Safehouse
Global Consumer
Fund

Philosophy
We are bottom-up investors. Our strategy revolves around six core pillars:
CAPITAL
PRESERVATION
Focusing on capital preservation is more important than generating significant gains
Discovering high-quality businesses by using a discipline and rigorous investment approach
IDENTIFY
CHANGE
FUNDAMENTAL
FOCUS
Identifying businesses/industries undergoing change (positive or negative)
Seek out investment candidates with potential to generate long-term gains
LONG TERM
BIAS
CATALYST
DRIVEN
Establishing a sequence of events and catalysts that lead to value realization
FOCUS ON
MANAGEMENT
Place disproportional weight on qualitative assessment of a management team's vision, track record, financial alignment and capital allocation strategy

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