We invest in a select number of well-managed, enduring businesses through a proprietary, data-driven approach.
Investment Philosophy
Well-managed businesses with a sustainable competitive advantage, superior capital allocation, and attractive long-term growth prospects, trading at a fair valuation.
Transparent, scalable measurable, and repeatable investment process that seeks to minimize irrational and emotional investment decisions.
Learn about our Investment Principles
Principles we seek in a business
We blend a data-driven, principles based investment approach with decades of investment experience.
- Our computer models quantify our investment principles into well-defined financial metrics and sort through thousands of financial statements and companies in real-time.
- Our investment professionals apply the same principles to analyze and audit investment ideas.
We want managers who focus on per-share value rather than sales or earnings, advocate for decentralized operations, follow cash flow based metrics, and authorize significant repurchase programs at opportune times.
Companies that are dominating and growing their market share will benefit from superior unit economics over the long-term. We want platform companies that create a network effect as they grow.
We seek companies that consistently achieve higher reinvestment rates on their capital than the comparable market return rate.
We seek companies that can achieve long-term organic growth in revenue and/or owner earnings.
Markets fluctuate, and economic cycles come and go. Companies with strong finances are better prepared to adapt to ever-changing circumstances and to use market downturns to expand their market share.
Great businesses rarely trade at an attractive valuation relative to the market, but stock prices fluctuate and we seek to take advantage of that at opportune times.
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Contact us today!
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Address:
1802 Bayberry Court
Suite 101
Richmond, VA 23226