INSIGHTS & PERSPECTIVES

Ideas. Experience. Perspective.

Explore our perspectives on investing, business growth, acquisitions, and the evolving markets that shape our decisions. We share insights drawn from real-world experience, industry developments, and the opportunities and challenges facing businesses today.

ALL ARTICLES

Three funds.
One perspective.

We write when we have something concrete to say about markets, capital, and the companies we back.

Service Businesses
Why We Invest in Service Businesses
Reliable service, strong customer relationships, and room to improve operations are the foundations we look for in a business worth building.
Jul 1, 2026
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3 min read
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Operations
Building Better Businesses Starts with the Basics
Clear accountability, useful reporting, and consistent execution give service businesses a stronger foundation for growth.
Aug 1, 2026
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3 min read
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Investment Approach
Different Opportunities. The Same Investment Discipline.
Across service businesses, selective real estate, and opportunistic investments, we start with the underlying economics and a practical path to creating value.
Sep 1, 2026
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3 min read
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Ideas. Experience. Perspective.

Three funds. One perspective.

Why We Invest in Service Businesses

Building Better Businesses Starts with the Basics

Different Opportunities. The Same Investment Discipline.

Three funds.
One perspective.