How we think

We have spent time in finance, in operations, and on the ground in places most investors only read about: fiddling with watch parts in Vallee de Joux to understand the watchmaker’s culture before an investment, destroying shoes while scrambling in never walked before mountains that will soon become our quarries. That background gave us one useful thing: the ability to tell a real business from a well-presented one.

We are looking for businesses that have been built with care, where the fundamentals are sound, the people are genuine, and the work actually matters.

Our portfolio runs from raw materials to applied technology. We see the connection.