Investment Philosophy
Learn about the guiding principles we use to make investment decisions.
Fundamental Value
Diversification
Rigor
Long Term Horizon
Investor Alignment
Value-Driven
We are rigorously focused on value investing, emphasizing robust financial health, unique strategic advantages and leadership alignment. Our investment criteria focus on companies with sustainable margin profiles, high-quality revenue streams, and minimal systemic exposure.
Experienced Operators
A key component of our philosophy is investing in businesses led by experienced operators. We prioritize partnerships with acquirers who have extensive expertise within their industry, entrepreneurial experience, and a proven track record of leadership. By backing individuals with strong operational capabilities and deep industry knowledge, we enhance the likelihood of successful outcomes.
Diverse Industries
While we maintain an industry-agnostic stance, our investment decisions are guided by fundamental industry analysis and each target’s competitive advantages within their respective industry. We avoid sectors with high cyclicality or reliance on discretionary spending, such as retail, entertainment, and deep tech.
Financial Rigor
Our financial criteria are tailored to ensure that each investment meets our stringent standards for profitability and growth. We evaluate margins profile, revenue growth, and free cash flow to identify businesses that not only perform well historically but also have the potential for continued success. Our goal is to achieve a return of capital within three years, ensuring that our investments are both prudent and lucrative.
Long-Term Partnership
We believe in fostering long-term partnerships with our portfolio companies. In evaluating investment opportunities, we emphasize properly structured management incentives and governance with a keen focus on aligning the economic success of acquirers and management with that of our investors. We ensure that governance provisions and investor rights reflect market standards, providing a balanced framework for decision-making and accountability.
Alignment With Investors
Our fund structure is built with the goal of providing exceptional value to our limited partners (LPs) and align incentives with GPs. We aim to invest in 15 to 25 high-quality companies, providing a diversified approach to gain exposure to the search asset class, hedging out a high degree of idiosyncratic risk.
Next Steps
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Schedule a Call
Schedule a call with one of our general partners to get answers to all of your burning questions about Search Fund Investing.
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Investor Course
Take the free Search Fund Investors 101 course to learn everything from how to source opportunities to the process of analysis and diligence
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Investor Group
Join our investors syndicate to gain hands on expeience investing alongside our fund on a deal-by-deal basis.
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Managed Fund
Our fund provides broad exposure to the asset class, allowing you to invest in a diverse portfolio of compainies with a single investment
Book a 1:1 Informational Session
Book a call with one of our general partners. We are happy to answer any questions you have about how search funds can fit into your well-balanced investment portfolio.