We invest in one company at a time with the goal of building businesses that we could own forever.

Long Term Orientation

We define long term in 'decades' and not 'years' because we believe that it takes time to build great companies. A long‐term perspective helps us to make decisions and investments more thoughtfully and with the conviction and patience to see our plans through no matter how ambitious. In a world of buy and flip, we have the privilege of time to take a step backward in order to take ten steps forward.  

Time allows us to develop the deep domain expertise that we believe is so important to driving value. Over the right duration, we can work with our management team to connect more adjacent dots and do more extraordinary things. With our long term orientation, we can not only be part of the dialogue with our customers and team members, but we can also consistently be the ones helping to stimulate it and see it through.