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viking86

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viking86

Re: iolaplt post# 100346

Thursday, 02/04/2016 11:15:04 AM

Thursday, February 04, 2016 11:15:04 AM

Post# of 163716
I found this particularly interesting...

Our portfolio will be concentrated, with only 10-20 investments at any given point in time and we are looking for companies that we think will perform well for us over multi year periods. We will stay close to the management teams of the companies we invest in and from time to time, we may engage actively if there are areas where we can contribute positively to the value creation process.
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