Investing
We keep the bar high in our search for businesses that offer both quality and opportunity
We focus on market leaders with deep moats and meaningful potential in four areas
Services
Specialized industrials
Healthcare
Our investments share three key attributes
Quality
Our businesses have been built over many years and have unique capabilities that are hard to replicate.
Flexible
Time Horizon
Because we are selective in the businesses we acquire, and the ones we choose can be hard to come by, we look to sell them at the optimal point in our journey with them, when the opportunity is compelling or our work is done.
Along the way we make strategic decisions with a view toward significant and sustainable value creation. Accordingly our time horizon is flexible, and we are comfortable realizing on our efforts after 5 years or after 10 years...whatever is appropriate for each business.
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.
