We seek the same key factors in every investment candidate. We listed several organizations above that lead technology to market. These are managed by visionary men and women who have been able to execute as well as dream. Silicon Valley is littered with entrepreneurs who failed to launch their products or manage their companies growth. Our firms focus on what they do best.
Haphazard diversification is often di-worsification .
In technology, as in any sector, financial strength enables organizations to capitalize better on business opportunities. We search for candidates that are building cash and have not jeopardized their futures with excessive debt. We invest in quality companies at reasonable prices. The key is that we are price sensitive. Particularly when investing in technology, a sector that is dominated by volatile, short-term traders, we are contrarian.