Concentrate all your thoughts upon the work at hand. The sun's rays do not burn until brought to a focus.
--Alexander Graham Bell


We focus on applying the traditional value investing discipline across the capital structure.

Asset Class Focus

Our core business is to apply our companies’ knowledge base to three asset classes to express our fundamental view on a business. The three asset classes that we invest in are:

Industry Focus

The fund focuses on 5 industries in which its partners have invested successfully in the past, giving the fund a sustained competitive advantage. The fund will also invest in "special situations" where the risk reward represents a compelling value and where we have developed an "edge" (legal, covenants, etc.)