Core to Durational’s investment approach is our long duration and operational view, with a focus on investing for growth. Building and leveraging technology and data platforms to improve key decisions (i.e. pricing, distribution, capital spend, cost structures / resource allocation, etc.) is often a key lever for value creation. Our management philosophy focuses on building long term partnerships with best-in-class operating executives and creating a culture that focuses on aligning incentives with the long-term performance of the business.
Investment Criteria and Operating Profile
- High quality consumer companies with distinct and sustainable competitive advantages
- History or opportunity for significant and predictable Free Cash Flow
- Prudent approach to capital structure