investment philosphy

We seek long-term capital appreciation through active investments in companies with the following attributes:

  • Important market position in a defensible business niche
  • Proprietary products or services with proven market acceptance and low technology risk
  • Margins indicative of a dominant competitive position or high franchise value
  • Established businesses with demonstrated histories of product innovation, high level of customer
    satisfaction, or an efficient sales channel
  • A management team that defines and meets objectives
  • Strong operating income or predictable cash flow
  • High quality assets, which may include redundant, underutilized or hidden assets
  • The ability to grow organically or via acquisitions