Investment Principles
FIRST CLASS OPERATORS WITH PROVEN RESULTS
Sector specialists with reputation for integrity and leadership
Positive and consistent track record through cycles
Enterprise mindset with willingness and capacity to reinvest in platform's future
Deep organization with strong relationships, history of execution and demonstrated institutional validation
HIGH-CONVICTION INVESTMENTS
Go long and deep in select target opportunities driven by paradigm shifts and sector dislocation
Target markets ballasted by demographic tailwinds and favorable economic trends
Fragmented industries ripe for advantages brought by scale
Deployment of strategic capital that provides catalyst for growth
STRONG PLATFORMS BUILT TO LAST
Institutional quality assets in strong, adaptable locations that perform cycle-to-cycle
Durable cash yield
Assets at or below replacement costs with immediate opportunity for operational improvements
Deep demand due to place on value spectrum with visible pipeline / prospects for growth