Overview
We primarily acquire interests in operating companies and are engaged in managing and operating a core group of those companies. We believe that our long-term ownership and active involvement in the management and operations of companies helps maximize the value of those businesses for our shareholders.
Recurring Investment Themes
Industry Utilities
Technology-enabled platforms that are deeply embedded into
client systems and provide mission-critical solutions
Strong Intellectual Property
Competitive position
Large Total Addressable Market
Strong market position in attractive and growing markets
Transformation Opportunities
Opportunities to create additional value through strategic initiatives
Established, High Cash Flow Yield Companies
Focus on profitable businesses