European Capital Partners is based on the original approach of Entrepreneurial Value Investing which consists of investing in marketable securities with a private equity mindset.
Entrepreneurial: Think and act as an entrepreneur. Companies must be analysed from the perspective of an entrepreneur who intends to purchase the whole company.
Value: margin of safety concept. The team’s assessment of “Value” is based on the Earnings Power of the business and its capacity to generate free cash flow over an entire business cycle.
Investing: Patience will be rewarded. It takes time for financial markets to recognise the Earnings Power Value of a company and thus for the underlying margin of safety to close.
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