Survivor & Thriver Strategy

Our firm’s culture and strategy is rooted in a first-principles approach to investment research and portfolio management that we call Survivor & Thriver Company Criteria.

This framework starts with a simple checklist for filtering business quality and trying to identify unrecognized earning potential that is often masked by traditional accounting metrics.

Survivor & Thriver is also a mindset that helps us look past market sentiment and remain focused on the business-owner case underpinning every investment we make.

Survivor & Thriver Company Criteria

1. Business model that is adaptable and relevant in tomorrow’s economy

2. Durable pricing power protected by a growing competitive advantage

3. Capital allocation and balance sheet strategy that supports the company’s moat

4. Significant alignment of interest between management and equity owners