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.

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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