Berwind: Investment Philosophy

investment philosophy
We are long-term investors committed to private ownership. We intentionally maintain a diversified portfolio, both in industry type and in geography.

Berwind is committed to reinvesting in the growth and development of existing platforms and in acquiring new platforms for future growth.

Our buy-and-hold investment approach favors value-added industries with sustainable long-term growth and cash generation.

Our culture of generating significantly above-average returns focuses on building shareholder value. We track and benchmark returns using a scorecard methodology, which is heavily weighted toward profit growth, while recognizing the importance of cash generation.

We actively manage our portfolio to achieve an optimal mix of growth and cash. Divestitures may be triggered by changes in industry fundamentals or by shifts in investment objectives, but never by short-term profit outlooks.

Berwind maintains a conservative leverage profile and follows conservative accounting practices.


OVERVIEW INVESTMENT PHILOSOPHY ACQUISITION CRITERIA OPERATING COMPANIES FACT SHEET HISTORY CONTACT	investment philosophy We are long-term investors committed to private ownership. We intentionally maintain a diversified portfolio, both in industry type and in geography. Berwind is committed to reinvesting in the growth and development of existing platforms and in acquiring new platforms for future growth. Our buy-and-hold investment approach favors value-added industries with sustainable long-term growth and cash generation. Our culture of generating significantly above-average returns focuses on building shareholder value. We track and benchmark returns using a scorecard methodology, which is heavily weighted toward profit growth, while recognizing the importance of cash generation. We actively manage our portfolio to achieve an optimal mix of growth and cash. Divestitures may be triggered by changes in industry fundamentals or by shifts in investment objectives, but never by short-term profit outlooks. Berwind maintains a conservative leverage profile and follows conservative accounting practices.