Consumer
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