At Eximus Partners, we take an opportunistic approach to investing. This means that we will invest in all kinds of asset classes and opportunities where we have complete understanding and see a significant mis-match between price and value.
We have the longest of investment horizons with a minimum of three years and a maximum of forever. This leads to the availability of long-term capital that allows us to withstand the volatility of the stock-market and to focus on what counts, far from the distractions of daily price movements. It is also the primary source of our competitive advantage.
We focus on things that are knowable, and only on what we fully understand. In the absence of such opportunities, we are perfectly comfortable holding onto cash until a suitable investment opportunity materializes, or returning capital to our partners.