Valcreate IME Digital Disruption

The investment objective is to invest in high quality digital companies with strong competitive moats and high growth runway for capital appreciation through a PE approach.

IME Digital Disruption is a highly concentrated strategy that invests exclusively in digitally native platforms that:

1. a) have built their dominance through network effects,
2. b) potential for high growth for extended period by addressing large addressable markets, and
3. c) a clear path to profitability through pricing power and operating leverage

Valcreate’s GQV investment framework (Growth, Quality and Value) drives investment decision making. We seek to invest in high-quality businesses with competitive moats and sustainable medium-to-long term growth potential at reasonable valuations. The philosophy is to strike a balance between growth and quality to buy at the right price, and avoid over paying for growth or quality.