We seek companies that operate in industries where we have substantial investing and operating experience, relevant know-how and relationships. More specifically, we look for end markets that have a favorable growth outlook, low cyclicality and are not prone to fads.
We have significant expertise in both consumer-facing businesses and business services companies, and have a particular interest in the following three subsectors:
- Health & Wellness
- Niche Consumer
- Information Services
We are not limited to investing in these specified sectors of focus, but have a particular interest in them because of the following themes: