Investment Philosophy
We apply an analytical framework to unearth fundamentally sound businesses with exciting growth prospects. Our rigorous investing approach is designed to preserve principal while offering flexible capital solutions. We invest thematically in high-quality assets, focusing on where we see outsized growth potential driven by global economic and demographic trends.
We focus on investment opportunities with multiple value creation alternatives, including accretive acquisitions, geographic expansion, and cost-saving opportunities, as well as organic growth initiatives including expanding sales capabilities, developing new channels for distribution, and other growth levers.
We have a rigorous approach to value creation and plan the transformation or repositioning of a business before investing. Before investing, we work closely with management to identify key initiatives that will significantly increase the company’s growth, profitability, and free cash flow.
