We put our money where our expertise is.

We typically focus our time and efforts on companies in industries that we know well and that exhibit strong free cash flow characteristics. Our investment advisor has significant expertise in a broad range of industries, including:

  • Business services
  • Industrial products and services
  • Value-added distribution
  • Healthcare products and services
  • Consumer products and services (including retail, food, and beverage)
  • Defense and aerospace
  • Energy services
  • Transportation and logistics
  • Government information technology services
  • Niche manufacturing