We are not a passive investor and we are here to support our companies every way we can, though it is YOUR COMPANY to manage. We know when to get out of your way—and we know that investors can destroy value just as easily as add to it.
We have a set of industries that we’re following at any given time—usually over the course of years. We usually have theses on parts of the market but are open-minded to hear your opinion.
In the end, we spend most of our time with our existing companies, so please don’t be offended if we don’t get back right away. (If we’re not excited, we may not have been the best partner for you anyway!)