We follow a thorough investment process comprising a comprehensive qualitative assessment and quantitative valuations based on our in-house methodology and models.
A company will appear attractive to VAM if it:
- is growing its share in a growing market (also known as a "structural winner");
- has strong and progressive management;
- is cash generative; and/ or
- has undiscovered valuable assets which are offered at a deep discount to the replacement values.
Analysts at VAM generally follow these steps of the investment process: