We invest in emerging and established leaders with a long runway of growth. We invest in public and private companies at favorable risk-reward points and aim to be long-term investors across the vast majority of our holdings.
Corporate leadership is driven by founders and operators who combine opportunities with capital and technology. We believe great companies can continue to grow at high rates for decades and achieve a high standard of sustainability.
We believe capital efficiency and financial discipline leads to a more sustainable path of innovation and growth . Enduring franchises are built by founders who pursue the disciplined path over unsustainable short term growth. Longer term, equity value is driven by the optimal combination of growth and capital efficiency.
We avoid noise and narratives to focus on proven leadership and healthy financial metrics. Our strategy combines systematic thinking and deep fundamental analysis to identify candidates that could compound at scale over the long term. We value management teams who act like owner-operators and are accountable to stakeholders. We invest as principals alongside our partners.