Our investment focus, by definition, is rooted in a contrarian value-based model. We seek out underperforming assets, both distressed and non-distressed in nature, that are highly responsive to operational and financial skills that we possess or have direct access to inherently. The ability to have near-term impact on the primary drivers of value is mandatory. Initial results that meet minimum return hurdles must be realizable within 12-24 months of the close of each investment, with incremental accretion thereafter.
While many firms articulate a strategy that includes some of the items on this shortlist, our competitive advantage is the consistent and comprehensive adherence to an integrative philosophy that unifies them into a singularly focused set of principles.