What we Look for in Companies

• Growth (sustainability) in revenues and earnings through
  • Value migration – new technology, shifting preferences
  • New & Expanding market opportunities
  • Niche profitable business
  • Fallen Angels (loss to profits, debt reduction)

  

• Scalable businesses 
• Operating and financial leverage
  • Low capacity utilization
  • Evaluate De-leverage plans for turnarounds
• Measurable Management quality
  • Consistently managing expectations
  • Growth and profit oriented
  • Consistent corporate governance practices