- DRACO GLOBAL's value proposition is to invest in the best of two worlds: mega-caps known to all, and the other extreme, unknown micro-caps with nil or low analyst coverage.
- We look for a scalable business model, the existence of long-term secular growth, attractive sector structure, presence of recurring revenue, high return on invested capital, and one competitive advantage.
- We believe that there is a unique opportunity to do our research in small companies, because they aren’t investible by most large funds and hedge funds.
- Since the official change of management on September 1, 2020, the profitability of DRACO GLOBAL is -0.34%.
For further details see:
Draco Global Q3 2020 Letter To Shareholders