Dalmus Capital

We invest for the long term in high quality businesses with durable moats and run by competent, ethical and passionate management that have a long term track record of growing business in a sustainable and profitable manner. These businesses should have the ability to compound earnings over a long period with limited product, regulatory, and technology risks that can impact the longevity of growth and be available at a price justifying the longer-term earnings growth and cash flow profile. Another tenet of the philosophy is to invest with new age businesses that have limited operational track record or old businesses that have undergone structural changes. The evaluation is done with a predictive lens to see if they can scale up to be high quality businesses.