We are focused on investing in businesses in the Defense & Aerospace, Healthcare Services and Specialty Manufacturing & Distribution sectors. We also gravitate to sectors that are impervious or counter cyclical to the traditional business cycle which makes us a ‘safe pair of hands’ during volatile financial markets and difficult economic times.

Thematic Investing

We have a long history of identifying underlying secular growth trends in these industries and finding market leading companies that are capitalizing on them. By utilizing our strategic insights, capital and specialized expertise we strive to build pre-eminent leaders in their respective sectors.