Value Creation – January 2018

Value Creation

At Somar we believe the next few years will come to be known as the Golden Age of Investing (see June 2017 letter). Around the world, the current breadth of innovation compounded by accelerated consumer adoption is creating abundant opportunities for entrepreneurs to offer their customers a step-change improvement in value proposition. Entrepreneurs can then capture part of this value created. Somar investors will share in this too when we partner with the winning entrepreneurs at a sensible valuation.

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