We value intellectual honesty to reduce bias, curiosity to seek opportunity, independence to avoid the crowds, and aligned incentives to ensure companies put our interests as shareholders first.
We seek to own companies in our core portfolio for three to five years or longer. Core holdings are supplemented with opportunistic value with the goal of generating absolute returns in any market environment.
We are interested in low-risk companies with strong balance sheets and low debt levels. Upside potential comes as these companies transition into strong operators that generate sustainable free cash flow.