Investing
We keep the bar high in our search for businesses that offer both quality and opportunity.
We focus on leaders with deep moats and meaningful growth potential in three areas.
Business & Industrial Services
Financial Services
Healthcare Services
Framework
Our framework assesses every business based on Quality, Durability, and Opportunity.
We invest only when we are confident all three of these key attributes exist.
As a result, our businesses enjoy very similar characteristics, even though they may operate in different industries.
Quality
Our businesses have been built over many years and have unique capabilities that are hard to replicate.
Durability
We invest in businesses that we believe will be important and relevant a decade from now.
Opportunity
We focus on leading businesses with a line of sight to grow cash flow.
