Consumer | Concentrated | Strategic | Operational | Long-Term

The Durational team utilizes their consumer-sector investing experience across a variety of segments, market cycles, and geographies. The requisite investment threshold for Durational is high, as the team believes in making concentrated investments in business providing an opportunity for long-term growth and value creation.

The team utilizes:

  • Strong pattern recognition skills and an understanding of which subsegments of consumer have strong moats and competitive advantages to proprietarily and proactively generate ideas.
  • Non-linear analysis to identify changes in underlying trends and future unrealized opportunities.
  • Repeatable operational value creation playbooks.
  • A diverse network of operating executives pulled from global consumer companies.

Bojangles has significantly benefitted from Durational’s partnership, hands-on support and shared long-term vision. With the support and guidance of Durational, Bojangles is strategically investing for long-term growth and expansion. Durational’s partnership has been invaluable, and I look forward to leading our iconic brand through its next phase.

  • Jose Armario, CEO of Bojangles

Long-Term Horizon

The Firm believes that the operational strategy should not be constrained by typical time horizons, allowing for full value creation.

Consumer Investment Categorization

Tactical Investments

High-quality consumer companies

Growth profiles with an attractive asymmetric return opportunity

Long hold periods (6+ years)

Strategic Investments

Foundational consumer asset(s) with strategic importance

Long-term secular growth dynamics with lower risk profile

Strategic hold period (10+ years)