At 3S, we believe in keeping things simple and therefore follow an ABC investment philosophy:
Alignment of Interest:
“You must have skin in the game”
We believe the long term success of any investment rests primarily on the actions of the people involved. How they are compensated plays a big part in dictating their behaviour. We will only make investments where the main stakeholders involved can invest their own capital, and whose performance compensation is linked to the long term performance of the investment. If we make money, we all do. If we lose money, we all do.
Balance Sheet:
“The Best Offence Is A Strong Defence”
Any investment we consider should only require an adequate amount of leverage to generate our expected investment return. At 3S, we value a good nights’ sleep above all and a fortress balance sheet ensures this. It also provides one with the ability to weather any volatility at any point of any market cycle.
Cashflow:
“Cash is Always King”
We focus on investments that compensate us with consistent and regular free cash flow over the life cycle of that investment. This both strengthens our ability to invest for the long term and allows us the flexibility to continually look for new investments as and when they arise.
SAMER S. SIDAWI
Founder