Invest only in the industrial value chain and specifically in complex or technical products and services.
Idea-driven sourcing model that begins with rigorous subsector analysis and thesis development.
Focus on strategy, innovation and technology to create lasting differentiation and drive growth, margins & ROIC.
Hands-on and well-structured ownership model developed over decades.
Holding company with the goal of building a concentrated portfolio of long-term capital compounders.
Unique combination of investors, executives and technologists.
Fewer is Better
Idea generation, innovation and proper business building take time and intense focus. As patient investors this means pursuing fewer, better opportunities rather than seeking to do more, faster.
Ask What's Next
Businesses that win big are investing years ahead in people, capabilities and new products and services.
No Constraints
As indefinite owners, we make decisions based on what’s best for our businesses over the long-term without the constraints of traditional private equity timelines.
One Purpose
We are rigorous about being aligned with our investors, management teams and each other. If we all work together towards the same goal, then we increase the odds of success.
Increase Innovation and Competitiveness
Improve Productivity and Growth
Enhance Resilience Along Supply Chains
Create Skilled Jobs for Workers and Communities
We need the right people, not a lot of people to do what we do.
We want to build companies, not trade them.
We learn, experiment and make mistakes but get better every day.
