Investment Strategy Targeted Attributes

Inverness Graham partners with exceptional leaders with proven experience and contributes business-building expertise and other critical resources to help growing businesses fuel further growth. We seek to invest in businesses with the following four key targeted attributes:

Proprietary Offerings: The fund targets companies with the potential to dominate their market niches through strong intellectual property portfolios such as patents, trade secrets, proprietary know-how, exclusive marketing channels, and other barriers to entry.

Conversion Opportunities Driving Excellent Growth Potential: Inverness Graham focuses on companies that serve sizable and rapidly growing industries with unique products and services that are not easily replicated by competitors. Of particular interest are companies benefiting from raw material, product or process conversions in their end-markets driving share gains and higher growth rates than the overall market.

Efficient Use of Capital and "Annuity" Attributes: Inverness Graham targets companies with strong return on invested capital profiles with a particular emphasis on businesses with long term contractual arrangements, consumables and annuity-like sales characteristics.

Margin Advantage: Inverness Graham invests in companies with solid financial track records, clear growth prospects and the potential for enduring high sustainable margins based on differentiated competitive advantages.

Beyond these four key targeted attributes, Inverness Graham seeks to invest in businesses where it can leverage its extensive acquisition and joint venture experience to help companies achieve accelerated growth by opening new distribution channels, speeding technology development, broadening product and service offerings and consolidating fragmented industries.