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