Selection Criteria

We look for high-quality companies led by talented management teams who care deeply about  the businesses they run.

Specifically, we seek businesses which: 

  • Have an entrenched and sustainable competitive position. 
  • Have a track record of generating attractive returns on invested capital and free cash  flow across multiple economic cycles. 
  • Benefit from positive structural market trends, providing high visibility on expected  volume growth. 
  • Present multiple untapped levers for operational improvement or corporate  development. 
  • The composite picture is one of companies with recurring, predictable and visible  revenues and cash flows.

Our targeted business characteristics are typically found in asset-light service businesses or  product businesses which have a strong service component.  

  • Technology-Enabled Business Services 
  • Healthcare 
  • AI/Data and Software 
  • Consumer 

Within these, we are focused on specific sub-sectors that best meet our investment criteria.

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