Legacy. Integrity. Value.
Our investment approach extends beyond conventional value. The companies we acquire have strong legacies that are intricately woven into the communities in which they operate. This means dedicated cultures, opportunities for scale, and long-term success above and beyond traditional investment opportunities.
We are committed to the success of our companies through the preservation of the history of their founders, the continuous strengthening of existing company culture, and the ability to provide value through our sustainable investment strategy.
Essential strategy, fundamental perspective.
Success and stability are our investment objectives. Value and essentiality drive our decision-making.
We seek out businesses that have existed for decades and operate in places that are often overlooked. Far away from metropolitan cities, these companies are deeply rooted in their communities, shaping local cultures and economies.
The organizations that attract us share the following demonstrated qualities: they have dedicated employees and a loyal customer base, they are fiscally disciplined, and they have successfully weathered all types of market cycles, maintaining consistency of performance throughout. We endeavor to preserve and strengthen these core attributes by emphasizing legacy and maintaining a fundamental approach.
By preserving the origin stories of the companies we acquire, we are able to develop relationships with sellers that extend far beyond the transactions themselves. Nurturing these relationships helps us to identify opportunities that benefit our portfolio of companies, their employees, and their respective communities.
Industries that interest us.
Principles + Process
LISTEN with curiosity and maintain an open mind.
LEARN in pursuit of an objective conclusion.
DECIDE through an in-depth research process to determine fact and avoid speculation.
INVEST with a margin of safety, an emphasis on people, and a focus on value.
Why Palindrome?
Our process is driven by two fundamental principles:
1. Capital Preservation
2. Grow Profits
Our process is simple - avoid downside, and identify asymmetry between risk and gain.
Too often, investors approach opportunities with overly optimistic expectations. The typical behavior is to focus on potential upside, without understanding what stands to be lost. At Palindrome LLP, our first priority is to establish that risk is disproportional relative to potential benefit. We maintain a skeptical approach when evaluating opportunities, to ensure that we can fulfill our commitment to our process, our employees, and the continuity of legacy.
Our team values transparency, honesty, and a collaborative atmosphere. As good stewards of capital, we constantly adhere to a process that stays objective and focused on our core principles.
We have generated consistent returns while operating within this framework. We manage our companies by learning from their pasts, and letting experience guide the development of plans for growth. This approach allows us to stay on track with our values and objectives across our portfolio of investment companies.
Impact and community.
Community is a primary consideration in our process. It is imperative that we avoid the negative and typical actions commonly taken when buying a business. Employee layoffs, consolidation, and relocation frequently have ripple effects well beyond the office walls. We understand that the businesses we are buying have helped shape the communities in which they operate. When we acquire a company, it is our goal to maintain the organization’s integrity and culture, making sure that the business stays intact.
Where we invest.
Palindrome LLP invests in careers, culture, and community through dedicated programs within the companies we hold. By strengthening our organizations from the ground up, we positively impact the lives of individuals, families, and the entire ecosystems in which they exist. We have seen time and again that returns naturally increase in proportion to our investments in people and their communities.
Moving forward.
Our firm is thriving, and we want to do more. As our resources scale, we will identify projects in our target markets that represent the central needs of a community and invest in these initiatives. We intend to grow our impact, and we invite you to grow with us.