We believe that great business models supported by long term secular tailwinds, and led by superior management teams, will compound shareholder value over the long term.
What we look for in our investments
Secular trends which support end market growth that lasts longer than a single business cycle
Transformative companies that create new markets and dominate their industry
Management with integrity, vision, and the skills and resources to compound shareholder value
Situations that allow tax deferred compounding