"During this time of heightened market unrest, we put greater scrutiny on valuation as well as the enduring nature and underlying operating reality of each business."

"We like leaders who love the business, have "skin in the game," grit and a tenacious attention to detail."

“Events of the last several years have led to volatility in the economy, but one benefit we are seeing is increased reshoring, especially in the manufacturing sector.”

"We believe founder-run businesses with gritty leadership can make a meaningful difference to long-term shareholder returns. "