COMPANY SIZE

WHAT WE LOOK FOR

Businesses offering products / services that are deemed ‘essential’, leading to recurring revenues, price inelasticity and resilience to economic cycles
Businesses with a good long-term reputation with customers, employees, suppliers
Businesses that are not operationally complex
Businesses with low customer concentration
Businesses with no ‘key man’ risk
Businesses with significant competitive moats / barriers to entry
Businesses with the ability to pass-through inflationary pressures

Businesses reliant on constant technological innovation
High growth businesses that require significant capital investments and ongoing operational adjustments
Businesses reliant on catering to changing consumer tastes / preferences
Businesses with high exposure to discretionary income / economic cycles
Businesses in intensely competitive and commoditized markets where price is the primary differentiating factor for customers
‘Turnaround’ stories