全球价值投资，共创长期信任
我们投资于好生意、好团队、好文化，重视安全边际。
公司简介
投资原则
公司文化
我们的核心投资理念
五大核心要素，结构化地拆解并评估“好生意”的内在价值
长期需求
聚焦未来十年以上持续且空间大的增长，排除阶段性爆发或需求偏好常变领域。
竞争格局
优选具备区域垄断、寡头或份额高度集中特征，且有明确进入壁垒的稀缺性行业。
核心竞争优势
寻找具备可持续成本优势、垄断性供给或显著差异化客户体验的“护城河”企业。
团队与文化
评估正直的企业家精神、超越创始人的生命力文化，以及科学的公司治理体系
资本配置能力
关注企业历史上的再投资行为、资本开支制度和股东回报记录，确保高ROIC和复利增长。
投资纪律：内在价值与安全边际
我们研究五要素的目的，是为了更准确地评估企业的未来自由现金流，判断其内在价值。我们始终坚持在估值显著低于内在价值时进行投资，确保“买得便宜”这一面对无常世界的极少数保护手段。
晨圆动态
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- 投资家访谈
Clients We Worked With
Why Choose Us?
We are the right term for your business. We have the expertise and knowledge to offer impartial advice and services at an honest price.
With us you’ll feel heard. We listen to our client requirements and then select the right solution that fits. We care for your business as our own. We take a sincere interest in it and genuinely want to help your company reach its potential.
Have a Project on mind?
We can help you bring your ideas to life. Let’s talk about what we can build and raise together.
Let us together build a flourishing business
When connected with us, you aren’t growing your business alone. We have your back and put in our best to contribute to the growth of your entire team and organization. So, if you are looking for the right agency that’ll help you build a good online presence and bring in more conversions and revenue, we are right here!
Your Trusted Partners
Highly Motivated Team with Innovative Ideas
We love what we do and therefore come up with the best possible solutions to help you set and grow online quickly. We are your trusted partners you can count on.
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- 315 Al Falah St - Abu Dhabi - UAE
- + 1 234 567 890
- Timing: 9am -8pm