We are long-term investors, looking for companies that are run by strong management teams able to make good capital allocation decisions.

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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.

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We are interested in management teams that have a strong track-record:

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• 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

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