top of page


INVESTEE COMPANIES
We are long-term investors, looking for companies that are run by strong management teams able to make good capital allocation decisions.
​
We avoid an activist investment style, but appreciate opportunities to better understand companies' business models and to provide feedback to management as stewards of shareholder capital.
​
We are interested in management teams that have a strong track-record:
​
-
Building organizations that can drive sustainable organic revenue growth
-
Tailoring growth models towards self-funding and free cash flow generation
-
Understanding and managing disruption and competitive risks, protecting capital from permanent impairment
-
Generating incremental investment returns significantly above the cost of capital
​

bottom of page