Skip to main content
PhilosophyFocus AreasApproachContact

COMPOUNDING · VALUE

Patient capital.
Principled investing.

We invest for the long term in real estate, equities and operating businesses—always with a margin of safety and a focus on protecting the downside.

Our Approach
Tree growth illustration showing compounding over time - from seedling to mature tree

TIME + DISCIPLINE = GROWTH

OUR PHILOSOPHY

We believe wealth is built through patience, discipline and protecting what matters.

Disciplined Valuation

We take the time to truly understand what we're buying. Our thorough approach means when we make an offer, it's one we stand behind—no last-minute renegotiations or surprises at closing.

Downside Protection

Before considering upside, we ask: "What can go wrong?" Whether through asset backing, replacement cost analysis, or structural protections, we ensure our capital is secure.

Long-Term Compounding

The Rule of 72 is our north star. We seek investments that can compound steadily over years and decades—not quick wins that disappear just as fast.

FOCUS AREAS

What We Invest In

CANADA & USA

Real Estate

Patient and opportunistic. We buy when cap rate spreads justify the risk and sell when they compress. We look for properties below replacement cost or with clear value-add opportunities.

  • Cap rate arbitrage
  • Below replacement cost
  • Value-add opportunities
GLOBAL

Equities

Value investing principles inspired by Graham and Buffett. We estimate intrinsic value then wait to buy at an appropriate discount. We favor low-capex businesses under $1B market cap.

  • Margin of safety
  • Low capex preference
  • Small cap focus (<$1B)
CANADA & USA

Operating Businesses

High-margin, low-capex businesses with proven product-market fit. We acquire companies with strong cash flow that are ready to scale—then add people, processes and technology.

  • High margin low capex
  • Proven product-market fit
  • Scale with proven systems

OUR APPROACH

Selling to us

We understand that selling a property or business is more than a transaction. You've built something meaningful and you want to know it will be in good hands.

Understand

We listen first. What have you built? What matters to you beyond the price?

Evaluate

Honest assessment using our valuation methodology. No games or surprises.

Structure

Fair terms that work for both sides. We move at your pace.

Steward

We buy to hold and improve—your legacy continues with us.

A Proud Member of The KAIN Group

A family of businesses and investments.

Learn about our companies

Get in Touch

EMAIL

Use the form and we'll be in touch.

LOCATION

Kitchener, Ontario, Canada

RESPONSE TIME

We typically respond within 1-2 business days.