Investment Process

As owner-minded investors, we prefer investments that have the following attributes:

  • Markets with potential

  • Superior financials and re-investment opportunities

  • Competitive advantages and pricing power

  • Managements we trust and admire

  • Attractive valuations

Investing in the undervalued equity of high-quality businesses allows us to derive our investment returns from two potential sources:

  • The internal performance of the business (the operating results)

  • The market’s “revaluation” of the business (multiple expansion)