finding value in software companies

At Valsef Capital, we invest based on the principles of value investing, while focusing on areas of public markets that have historically shown pricing inefficiency.

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We Invest in

1

Established companies that can deploy capital at an ROIC of over 20% – our experience substantiates the notion that investors do not typically reward a company’s capital allocation prowess despite strong historic evidence.
2

SMEs that have little to no research coverage, low liquidity and limited established history; but have demonstrated discipline in growing their business with evidence of early success that will accelerate with time.