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Specialties
Our objective is to generate superior risk-adjusted and sustainable capital appreciation on behalf of our clients.
We focus on buying and holding equities of undervalued businesses with lasting competitive advantage, but may also take on short positions to opportunistically exploit misunderstood themes and valuation inefficiencies.
TSI’s approach analyzes investment opportunities by forecasting the long-term demand for a company’s products and services through rigorous on-the-ground research and a multi-disciplinary global perspective. We focus on the underlying business performance of our holdings and are not distracted by short term market price swings.
As a long-term investment manager, we only accept patient capital.