Investment Policy

About Spell Capital
Management Team
Portfolio Companies
Investment Policy
Investment Criteria
LP Update
Contact Us
 
Our investment objective is to build long-term value and generate superior capital returns based on the performance of our portfolio companies, while minimizing risks for our investors. We value quality over quantity, and therefore will continue to invest in a limited number of companies with exceptional potential. We seek to invest in companies which we believe have the potential to achieve significant capital appreciation. We are patient, growth-oriented investors, and our strategy includes enhancing value through fundamental development, not the breakup of the companies in which we invest.

A central component of the Firm’s investment philosophy is management. We endeavor to invest in outstanding people who possess the ability, experience, integrity and motivation to succeed. Thus we seek out and support companies that have strong, experienced management teams. We believe that management should have a significant equity position in our portfolio companies, and we structure our investments accordingly.

It is not our intention to be actively involved in day-to-day operations, but we will work in close partnership with senior management to assist in strategy and policy decisions. We apply our talents and expertise in the areas of strategic planning, acquisitions, finance and corporate governance. We are committed to helping management achieve appropriate long-term goals.

Our portfolio companies typically have a conservative capital structure and avoid excessive use of leverage, and are therefore well positioned for future growth opportunities. The Firm’s experience has been to aggressively pursue strategic add-on acquisitions, as well as internal expansion opportunities to grow our portfolio companies. Finally, we are relationship-driven with a strong commitment to our investors and our referral sources.