Investment Themes
We concentrate our efforts in sectors where we have developed institutional knowledge, operational expertise, and proprietary deal flow. Our focused approach enables us to assess opportunities with precision and drive value creation with confidence.
Sector Focus
Three core themes guide our investment activity. Within each theme, we prioritize businesses with defensible market positions, recurring revenue, and clear paths to operational improvement.
Industrial Technology
We invest in companies providing mission-critical automation, specialty components, and engineered services to industrial end markets. We seek businesses with technical moats, recurring revenue, and opportunities to enhance operational efficiency through digitization and process improvement.
Focus areas:
- Industrial automation and controls
- Specialty engineered components
- Testing, inspection, and certification services
- Precision manufacturing and tooling
Business & IT Services
We target technology-enabled service providers and vertical software platforms serving businesses. Our focus is on companies with high customer retention, scalable delivery models, and defensible niches within fragmented markets. We value businesses that solve workflow pain points and improve client productivity.
Focus areas:
- Vertical SaaS and workflow automation
- IT services and managed solutions
- Data and analytics platforms
- Compliance and regulatory technology
Consumer Health & Wellness
We invest in brands and service providers addressing durable consumer needs in health, wellness, and personal care. We favor businesses with strong channel diversity, loyal customer bases, and credible product efficacy. We avoid fad-driven categories and prioritize companies with sustainable competitive advantages.
Focus areas:
- Health and wellness brands
- Personal care and beauty products
- Specialty nutrition and supplements
- Healthcare services and facilities
Information provided is for illustrative and educational purposes only and does not constitute an offer to sell or a solicitation to buy any security or investment product. Past performance is not indicative of future results. Nothing contained herein should be construed as investment, legal, or tax advice. Prospective investors should consult with their own advisors before making any investment decisions.