Technology innovation leaders must adopt a mindset and new practices that accept and embrace perpetual change. “Continuous next” is the strategy for achieving success in a world that is constantly changing. Therefore The Zog Capital Investment Discipline begins with the premise that these liquid and illiquid assets represent long-term economic interests in real businesses. With that in mind, our research process begins with the one essential question: What kind of businesses do we want to own?
Identifying the types of businesses we want to own, we try to determine if the businesses possess characteristics that foster creation of value over long periods of time. These characteristics include: Proven Management, Durability, Financially Strength, Sustainable Competitive Advantage, High Intrinsic Value.
