Investment Philosophy

Our team’s investment philosophy reflects our decades of combined investment and operating experience as well as our commitment to investing in exceptional companies

​Position the portfolio in front of underappreciated themes

Ensure convergence of positive impact and growth trajectory in our portfolio companies

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Focus on unit-level economics

Understand company operating leverage in economic expansions and contractions

Partner with great management teams

Judicious use of financial leverage

Conduct extensive due diligence

Invest for the long term

Monetize investments at the opportune time

It is better to not make an investment than to make a bad investment