The document outlines Glendower's distinctive investment strategy, focusing on disciplined bottom-up underwriting of attractive assets managed by quality managers. It details a four-quadrant strategy: sourcing less competitive deals globally, pursuing a selective value approach, buying with a margin of safety, and focusing on efficient portfolio construction. The strategy emphasizes no leverage at the transaction level, hedging to mitigate currency volatility, and diversification across approximately 35 deals.
documents/EFTA01390947.pdf
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