by Brandon Ladoff | Jul 1, 2025 | Public Insights
When thinking about how to compound capital over time, and importantly how to enjoy our work along the way, our belief system as investors has pointed towards finding businesses that are objectively meeting customers and employees where they want to be. Put simply,...
by Brandon Ladoff | Jul 1, 2025 | Public Insights
When we first started investing professionally, we never thought there could be so much room to evolve our investment process. As outside investors, we believe it is important to start the process with humility. We do not run these businesses day-to-day, and even the...
by Brandon Ladoff | Jul 1, 2025 | Public Insights
Background Here’s the definition of sustainability: “Able to be maintained at a certain rate or level.” We like to keep it simple. When we were first asked years ago at my prior firm if our portfolio companies were “sustainable,” we said, “Yes!” Because we invest in...
by Brandon Ladoff | Jul 1, 2025 | Public Insights
What Matters to Employees Businesses are collections of people. How can we understand a business without a view on its key people, company culture, and the company’s overall ability to attract and retain industry talent? The substantial majority of the value of...
