DS Capital looks for industrial businesses that are simple to understand - we generally avoid pure mining, biotechs and start ups. A high priority is placed on quality management that treat shareholders as partners.
Our focus is on businesses where we believe that we have a competitive edge through in depth knowledge of the business and the sector. It is important to us to be able to view a long history of stable and predictable cash flows that we can understand and value. We like profitable companies with good margins, organic growth prospects, a strong market position and a track record of healthy dividend growth. We favor sectors with structural advantages and barriers to entry.