The partnership’s investment approach is characterized by concentrated, long-term ownership of high-quality businesses. The portfolio largely consists of five to ten core investments with an expected holding period of at least three to five years.
Our investment process involves exhaustive due diligence, innovative fundamental research and detailed financial modeling. The partnership seeks internal rates of return above 20% over a multi-year investment horizon while retaining a strong emphasis on capital preservation.
The Partnership manages capital on behalf of a number of highly respected institutional and individual investors.