We are a global fund manager, thematic investor with a 5-year time horizon. We are nimble, flexible and index-unaware.

 

​We have set up Kaizen to deliver, in our opinion, the best possible returns to our investors, after taxes and fees. We will be frank about our mistakes and strive to build long-term relationships of trust. 

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We are investors, not speculators.  We take the long-term view.  We conduct extensive bottom-up research and aim to be well-prepared in company meetings.