Aros Capital Partners LLP
33 Cork Street
London, W1S 3NQ
United Kingdom
Tel: +44 207 183 5570
Email: info@aroscap.com

Aros Capital Partners ApS
Skt. Clemens Torv 17,
2. sal
DK-8000 Aarhus C
Danmark
Tel: +45 3887 1000

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Equities

Our investment philosophy is fundamental value based. Our focus is on understanding the value drivers of the business we invest in, taking a long term investment approach and accepting the vast amount of uncertainty that surrounds investments in global franchises. Our philosophy has always been based upon the fact that we would never pay a premium price for a premium company.  There are many uncertain decisions that can be made by management, competitors and regulators all affecting the “premium” qualities of a corporation. History has shown that competitive strengths vanish over time and most companies will over time experience a reversion to mean.  The same goes for “mediocre” companies that when combined with the right pedigree can be transformed into new champions.

That is why the focal point of every investment we make is centred on what we are paying for a unit of value defined as earnings, book value or potential value creation.