Concentration & Focus

We take a highly focused approach to investing. This enables us to gain a deep understanding of operational details while also developing a strong appreciation for industry dynamics and sector trends. We believe that this depth of immersion provides us with a unique and powerful advantage.

Owner Operators

We take an owner-operator approach, working to help guide strategy, allocate capital, and excel operationally. Our hands on approach allows us to develop the deep domain expertise that is critical to driving value.

Long Term Orientation

It takes time to build great companies. The longer we own a business, the greater our impact can be as an active owner. A long‐term perspective helps us make investment and operating decisions more thoughtfully. Over a longer duration, we can connect more dots and achieve remarkable outcomes.

People

We form strong partnerships with our people, managers and leaders to create a team-oriented environment and a shared commitment to continuous improvement. We focus heavily on recruiting exceptional talent and driving entrepreneurial behaviors.