PRIVATE CAPITAL — EST. 1997

capital, deployed
with conviction.

We hold positions for a decade, not a quarter. Twelve companies. One thesis. No outside capital.

The thesis
Portfolio
$4.2B
UNDER MANAGEMENT
12
ACTIVE POSITIONS
11.4
AVG. HOLD, YEARS
1997
FIRST CLOSE
01 — CONTROL
We take board seats and operating roles. Passive capital is not our instrument.
02 — DURATION
No fund life, no forced exit. The clock belongs to the business.
03 — CONCENTRATION
Twelve positions, deliberately. Diversification is a tax on conviction.
DEMO HUB UNREACHABLE — THE TOOLBAR IS NOT CONNECTED