Our Investment Criteria

The investment practises specifically targets businesses that would get beneficial advantage from the many years of experience in the insurance and leisure world.  This is not mutually exclusive as we would entertain other areas for investment provided they meet with the standards we would require from an investment. 

 

The Lumley yardstick for any investment  

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  • Supportable business case with a clear vision and a robust sales and marketing plan.
  • Passion and desire from management to succeed.
  • Commitment.
  • Integrity.
  • Demonstrable work ethic.
  • Strong core values.