Our firm invests in private companies across stage and sector. We focus on quality of management and long-term growth prospects, favoring companies with recurring revenue, capital efficiency and protective moats. We are drawn to innovative and/or contrarian thinking, with an affinity for neglected corners of markets. We place a high premium on being able to change course and respond to special situations without mandate constraints or fundraising concern. Most importantly, we invest in people we trust and we have a long track record of vigorous support of our partners during moments of difficulty.