Business Models & Sub-Sectors

  • Residential Services
  • Food and beverage: equipment, distribution, ingredients
  • Restaurants, franchisors, and franchisees
  • Beauty and personal care products and services
  • Pet products and services

Themes or Characteristics

  • Emphasis on safety, health, and wellness
  • Inelastic demand or affordable luxury
  • Reoccurring buying patterns
  • Strong brands with targeted audiences – platform for brand extension
  • Focus on customer experience

What we do not invest in

  • Single product / application
  • High-end fashion
  • Tobacco and firearms