Our investing strategy involves deep industry specialization with focus on specific market themes and trends identified by Strandview Capital. We focus on large and highly fragmented financial markets such as mortgage, insurance, real estate. We often take a contrarian approach and prepare for cyclical market downturns by investing in companies that we expect to perform well in a potential recession.
We believe investing in earlier stage companies allows us to have a significant strategic impact and “move the needle” on companies we invest in, creating a competitive and strategic advantage. We reduce the risk of early stage investing by identifying companies with proven products, established revenue, near-term profitability and attractive exit opportunities.