Concentrated Consumer Investing.
We believe our concentrated strategy allows for significant time and support from the Durational team. We believe our strategy relies on genuine partnership with management teams.
We look for companies that we believe have strong competitive positions and brands, with the ability to take market share over the long-term.
Areas of Focus
- Consumer Products
- Consumer Services
- Food & Beverage
- Health & Wellness
- Household & Personal care
- Leisure & Hospitality
- Restaurants
- Supply Chain