INVESTMENT PHILOSOPHY

Building Long-Term Shareholder Value

Berwind is a family-owned investment management company with a distinguished history and a bias for action. As long-term investors committed to private ownership, our investment philosophy centers on value creation through a disciplined buy-and-hold strategy.

Long-Term Investors Committed to Private Ownership

We intentionally maintain a diversified portfolio of companies — both in terms of industry type and geography — that are leaders within their niche markets. We are committed to reinvesting in the growth and development of the portfolio through investments in existing companies and acquiring new companies for future growth.

Buy-and-Hold Investment Approach

Our buy-and-hold investment approach favors companies operating in value-added industries with sustainable long-term growth prospects. It also allows us to build bigger and better businesses by taking a longer-term view on investments and value creation.

Long-Term Value With Above-Average Returns

Our culture of generating above-average returns focuses on building shareholder value through a combination of growth and cash generation. Divestitures may be triggered by changes in industry fundamentals or by shifts in investment objectives but never by short-term profit outlooks.

We balance delivering both short and long-term returns. We measure our performance using a scorecard methodology that values profit growth and cash generation.

Berwind retains an intentional and opportunistic acquisition strategy.

Acquisition Criteria

Global Leaders Poised for Growth

We identify and acquire high-performing businesses capable of long-term growth, providing financial and other support to move the business forward. Our acquisition targets are global leaders within their markets that have the potential to grow faster than the markets they serve.

Learn About our criteria

OPERATING COMPANIES

Accelerating Business Trajectory

Berwind’s diversified portfolio comprises highly successful manufacturing and service companies from around the globe that are all innovators in their respective industries.