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