We view the investment into growing companies as an all-weather strategy. However, timing matters in private equity, both in terms of fund vintage and in the life cycle of industries and are therefore very temporally-aware. We have also found that our participation is best described as opportunistic and tactical – but always settles in our view of investing in the “real economy” and testing all prospective investments against that belief system.
We take an unconstrained approach to our analysis of potential opportunities. Sometimes it starts with a macro view on an industry or sector, and sometimes we are introduced to an opportunity idiosyncratically. The one commonality across our approach to private equity investing is finding expert partners and holding them accountable to a standard of excellence