Single family office
Curiositas sine fine
Skiff acts as the exclusive advisor to Samanya Capital Pte, the private capital vehicle of a Singapore based family.
With an independent mindset we seek purposeful collaboration that delivers mutual benefit.
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Our approach to investing is fundamental, long-term and equity biased.
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We make public and private investments. We have a general preference for the former.
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Our outlook is global.
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Independent mindset
Curiosity led
Purposefully collaborative
Persistently rigorous
Respectful of imagination
We have 8 core
investment beliefs
Character is essential and yet is frequently a source of market mis-pricing
1. Character
2. Customer value
Compelling customer value propositions are the source spring of corporate value creation
Competitive advantage periods are foundational to assessing prospective cash and portfolio returns
3. Competitive Advantage
Risk is not volatility, it is the probability of capital suffering a permanent impairment
4. Understanding Risk
Evolution is incessant and thriving amidst it demands adaptation, both for business operators and for portfolio managers
5. Adapt to Thrive
Very good is very rare and consequently has a high intrinsic value
6. Pursuing the Exceptional
Technology shifts frequently have disproportionate first, second and third order effects
7. Disruptive Technology
Scaling correctly is as important as identifying correctly in portfolio construction
8. Size Matters
Our operational style
Curiosity led
First principles anchored
Facts before opinion
Clarity over complexity
High minimum requirement
for rigour
Blending
proof with imagination
In everything we do we try to fuse rigor and imagination
“Learn the rules like a pro so you can break them like an artist.”
– Pablo Picasso
Further reading
A selection of essays and observations exploring investing, business, technology and the ideas that shape our thinking.