Opes has a well-defined investment philosophy that guides our
investment activities. This philosophy is manifested in the
partnerships we develop, in our approach to building businesses and in
our commitment to alignment with our management. We believe adhering
to these principles leads to superior results for everyone involved in
our investments.
Partnership
We have a profound respect for the talented people that drive success
in the businesses that operate in our target markets and we develop
strong, collegial relationships with management teams based on three
core principles: mutual respect, common goals and trust. These core
principles are what enable us to be a productive, collaborative
partner and facilitate an open, informed dialogue with our management
partners. Over time we have found that taking this approach enables
Opes and management to act more swiftly and decisively when
capitalising on opportunities or addressing challenges.
Focused Business Building
We limit our investment activity to a small number of businesses to
allow the focus necessary to achieve our goal of building market-
leaders. We work closely with management to support the development of
each company's strategic plan and initiatives to improve growth,
profitability, operational effectiveness and, ultimately, business
value. By dedicating our resources in this way, we enable management
teams to expand the scope or accelerate the time frames of their
business plans. The effectiveness of this focused approach has been
demonstrated through the achievement of substantial growth and
improved profitability at many of our prior investments.
Our philosophy is based on the belief that the value of a business
over the long term is primarily determined by earnings growth and
profitability. Therefore, companies that can consistently earn returns
on equity and capital above their cost of capital make the most
attractive long-term investments.
Target Investments
Our philosophy is to focus on the long term, to invest in quality
assets and to control investment risk. By following this disciplined
approach, Opes has repeatedly found opportunities both for growth and
the preservation of assets in a variety of market conditions. This has
led to a long track record of delivering consistent, risk-adjusted
returns.
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