Our Strategy: Patient Investing that Earns Long-Term Returns

Do No Harm:   Our philosophy is first and foremost to ‘do no harm’ – don’t break what isn’t broken. Before thinking of or implementing changes, we get to know each company thoroughly so we can help make thoughtful improvements.
Patience:   We are not investing for fast profits but rather for long-term capital appreciation. We have owned our companies for more than seven years, on average. We believe our management partnership model and value-added approach leads to superior long-term returns.
Partnership with Managers:   We work closely with managers to assure an alignment of interests focused on long-term growth and value. We typically put equity plans in place for managers to give them further interest in their company’s success.
Value-Added:   We help make good small companies even better. We do this over time by providing the resources, knowledge and talent to implement positive, growth-producing changes.