Investment - Investment Strategy
Our strategy has several distinctive facets. First, and most important, we maintain a long-term investment focus. We are solid on this point: Direct Asset Partners is patient capital, willing to wait for investments to prove themselves.
Second, we apply this long-term perspective to a concentrated portfolio, made up of our best ideas. Only after it has been deeply researched, and it presents a compelling long-term return, does a company make its way into our portfolio.
A methodology of deep research, close monitoring, and an active dialogue with management, constitutes the third facet. This is part of our Direct Asset Partners heritage that we have readily imported into Direct Asset Partners.
Finally, and importantly, we fully utilize the unique Direct Asset Partners infrastructure, relationships, and intellectual capital.
Direct Asset Partners has a successful track-record of over thirty years as a leading private equity firm. Here is some more information about the company.
We focus on high quality companies that exhibit earnings sustainability and growth, taking positions in public securities, with a bias toward being long-term investors.
When circumstances, internal or external to companies combine to depress their valuation, we take the opportunity to invest at such attractive valuations.
Direct Asset Partners came together in the mid-1980’s, aiming to invest in growth businesses and to work closely with their managements.