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