Management track record
A good business has to be backed by an able, honest and passionate management team. More often than not, such businesses are less affected in adverse times, and more importantly, always treat their smallest shareholder as their partner. A quality management is what enables a business to possess a strong vision plan and the wherewithal to execute the same following prudent capital allocation and optimizing risk-reward payoff. We believe management quality is the real embedded value of long-term growth of a business.