Investment Philosophy

Investment Philosophy

  • Long-Term Investors: We desire to own companies for extended periods of time. Our unique structure and investment model aligns investors with the company’s interests, creating the flexibility to take a perpetual approach to our investments. This allows us to avoid excessive leverage and short-term decision making characteristic of many private equity firms that are beset by the constraints of short-term capital.
  • Trusted Stewards: We care deeply about the employees, communities and customers of the companies we invest in. We take seriously the responsibility and trust placed in us as stewards of the next chapter of a company’s history.
  • A Human Endeavor: We believe business is a human endeavor, not a spreadsheet exercise. We invest in people and partner with management teams in guiding companies to reach their fullest potential.
  • Supporting US Manufacturing: We believe domestic manufacturing makes America and American families stronger, so we strive to preserve and create US manufacturing jobs.
  • Conscious Capitalism: We believe our stakeholders extend beyond our companies and that we have a broader responsibility to society. We adhere to the values enumerated in the United Nations Principles of Responsible Investing and integrate environmental, social and corporate governance (ESG) concerns into our investment practices.