Investment Philosophy  
Investment Characteristics  
Words We Live By  

 

BHMS will ideally look to invest in companies and transactions that possess the following key characteristics

 
  • Comprehendible unit economics
  • Consistently offer a strong value proposition to its customers and suppliers
  • Sustainable competitive advantage
  • Strong marginal ROIC and free cash flow profile
  • Value accretive reinvestment opportunities
  • Rational industry dynamics
  • Favorable long-term prospects
  • Compelling absolute valuation

Targets that do not possess these characteristics may be considered on an opportunistic basis where the risk of permanent capital impairment can be mitigated through valuation and structure

 
  • Such opportunities will be characterized by an outsized probability weighted upside/downside return ratio

 

 

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