Our criteria for investment is simple…

  • We look for businesses that put customers first and their customers love them for it. They tend to perform the best and last the longest.

  • We look for management teams that we admire. The company is typically their life’s work. They think long-term, put customers before their interests and are aligned with shareholders.

  • We look for businesses that are efficient and profitable without extreme cyclicality and debt. They grow profits over 10% a year and reinvest to continually improve their products and for growth.

  • We look for businesses that have a growing market share and a growing market because only then are we comfortable we can own them for a long time.