Strategy & Approach
We are value investors and rely upon detailed bottom-up fundamental research to identify attractive investment opportunities in European small caps. DBAY invests in companies overlooked or deeply misunderstood by the market and in many instances out of favour with investors, often taking a contrarian view. We are long-term investors in businesses.
Prior to investing, DBAY commits considerable time and resources to analyse prospective investments. All investment decisions rely on a rigorous and well established review process before any allocation is made.
The intelligent investor is a realist who sells to optimists and buys from pessimists
Know what you own, and know why you own it.