Invested in businesses with ATTRACTIVE BUSINESS MODELS
Our concentrated portfolio includes strategic investments in these strong businesses, acquired at a significant discount to intrinsic value, in which we act as an engaged shareholder to unlock value for all stakeholders.
CURRENT
PORTFOLIO
Technology
2016
Staffing Services
2017
Construction Materials
2017
Gaming and Hospitality
2017
Automotive Components
2018
Education
2020
Financial Services
2020
Clothing Retail
2021
Packaged Goods
2022
EXITED
INVESTMENTS
Investment Holding Company
2019
Technology
2020
Building Products
2022
Gaming and Hospitality
2022
Packaging
2023