Our investment philosophy is guided by our permanent capital base, which allows us to remain flexible, open-minded, and long-term oriented. We are comfortable investing across various asset classes and industries, and throughout the entire capital structure of a business.
In our private equity investments we invest in both early stage ventures, and more mature operating businesses.
Early Stage: At the early stages, we look for great entrepreneurs solving real problems that could have a lasting, positive impact on the world. When we find that combination, we treat the relationship as a long-term partnership.
We actively invest across stages of the typical venture capital fundraising cycle from seed through series A, B, and C financing rounds.
Some of our representative early stage investments include:
Later Stage: Our later stage private equity investments focus on operating companies with an established track record of profitable operations and growth, and we are industry and sector agnostic.
While we prefer to find great businesses with excellent management already in place, we believe in some cases we can provide added value through our own operational and investment experience. Several of our prior investments have also involved turnarounds and restructurings of quality businesses that had been poorly managed.
Representative acquisitions & control investments include:
Volta Digital Brands:
Volta manages a platform company of high growth, digital-first brands developed through acquisitions and incubating new brands internally
Latin America’s leading mobile payment and mobile banking company:
Convertible note bridge financing to support several new business development initiatives and expansion within Central & South America
Product research & development for innovative medical devices:
100 years of successful product development experience and over 200 issued patents
We aim to identify and construct a portfolio of attractive real estate investments that have the potential for long-term real income growth, thus serving as a store of value and inflation hedge. We also look for unique opportunities to establish a positive presence in the community, and our acquisitions span across stabilized, rehabilitative, and distressed assets.
Our current real estate activities are focused on urban multi-family and commercial real estate including self-storage and hospitality properties.
Representative investments & acquisitions include:
Our public market investments consist of publicly-traded equity and debt securities in developed, emerging, and frontier markets. Primarily, we focus on concentrated stakes in businesses with sustainable competitive advantages, high quality management, and operating within an industry in a favorable stage of the capital cycle.
As with any of our activities, we consider ourselves partial owners of the businesses in which we invest, and our role can be either passive or strategic depending on the circumstances.
In addition to our direct investments described above, we will also look to co-invest with other investment firms, family offices, or management groups that share our emphasis on integrity and honesty, and our focus on providing long-term, patient capital.
We are always open to doing business with idea generators who can help us identify potential new investments and business opportunities. We take pride in being efficient with both your time and ours by evaluating and responding with indications of interest promptly.