STRATEGY
STRATEGY
We invest in the consumer sector, with a general bias towards sports, media, health, wellness, leisure, and lifestyle.
These opportunities are prioritized for three reasons:
DEEP EXPERIENCE
Our team has deep experience and network connectivity in these areas providing us with formidable proprietary deal flow and intimate knowledge of the consumer space.
LONG-TERM GROWTH
Secular demographic and marketplace tailwinds support long-term growth.
CONTINUOUS DISRUPTION
Shifting consumer purchasing behavior, supply chain optimization and the application of data science is offering sustained disruptive investment opportunities.
OUR TACTICS
Our considerations are built on tested practices and modern tools - demographics are scrutinized, markets are dissected, and demand is challenged.

Intimately familiar with changing consumer markets, we target services and products that are utilized on a perpetual basis.

As for the supply chain, we are not constrained vertically and will invest in direct-to-consumer and business-to-business companies.