We seek passionate founders aiming to solve the world's big problems. Our goal is to own a concentrated set of companies that compound capital over a long period of time. While we think of ourselves as industry and stage agnostic, we believe these businesses are most often found in large, fragmented markets where innovation has been limited.
CHARACTERISTICS OF OUR COMPANIES INCLUDE:
A dedicated and growing customer base
Attractive unit economics
Strong returns on capital
Sustainable competitive advantages