The partners at Kawartha Asset Management are totally focussed on delivering alpha over the mid to longer periods. We are investors and we are ALIGNED with our investors! We take great pride in being the largest investors in our funds. That sends the right message to our clients.
We read a lot and we like to formulate our own ideas. Investing is never easy. Investing in a company whose management team is looking to build a successful business in an uncertain and competitive economic world always brings about its many challenges.
So, partnering up with a management team that has had a long history of success (in their prior lives) and being fully aligned with us as large stakeholders, committed and motivated to succeed is a good place to start!
We are patient and are willing to stomach some of the volatilities that our capital markets can sometimes deliver. As long as the management teams are delivering operationally, we’ll stick with them through the volatility. We also don’t care much about relative performance, nor what our competitors are investing in.