What We Look for in Owning a Business

Our portfolio managers look to own businesses that we understand. We also look for businesses with an honest, ethical, energetic management team and a strong track record of increasing value. Other critical factors include:

  • Competitive advantage
  • History of delivering consistent earnings growth of 10% or more for the past five years
  • History of increasing earnings in seven of the past 10 years
  • Good balance sheet with little or no debt
  • Unique or patented product, or monopoly or duopoly market
  • High barrier to entry and a long runway of potential success
  • High margin of safety: can be purchased at a discount to our estimate of value
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