What we have realised along this journey is that the way we invest (approach), why we invest (philosophy) and when we invest and divest (tombstones) differs radically from some of our co-investors. They want quick metric growth. Metric growth leads to valuation growth. Priced correctly, this will deliver a healthy exit multiple.
We are more Warren Buffet than Marc Andreessen. We want long-term, controlled growth supported by a real focus on the development of the entrepreneurs themselves.
