INVESTMENT PHILOSOPHY
GUIDING PRINCIPLES
GUIDING PRINCIPLES
GUIDING PRINCIPLES
Focus On Investing In Great Businesses That Can Thrive Long-Term
Let Compounding Do Its Magic
Fortune Favors The Prepared: Hard Work
Be Aligned With Right Partners Via Material GP Investment
Be Helpful To Partners
Cautiously Optimistic
OUR EDGE
GUIDING PRINCIPLES
GUIDING PRINCIPLES
Best Ideas Portfolio - Only 8-15 Investments
Focused Strategy - Primarily Long-Only
Deep Due Diligence - Internal And External Research
Significant Experience
Management Teams Enjoy Speaking With Us Given Long-Bias, Long-Term Mindset And Constructive Conversations
IDEAL INVESTMENTS
GUIDING PRINCIPLES
IDEAL INVESTMENTS
Durable Moat
Pricing Power
Industry Volume Growth
Margin Expansion
Credible C-Suite
Reasonable Valuation
Downside Outcome Is < 20%