What makes our investment approach different?

We are not the index.
We take concentrated positions in great businesses.

We buy companies with durable competitive advantages.
We focus on strong operating leverage and pricing power.

We take a private equity approach to investing.
We invest as if we are buying entire businesses, while benefiting from public market liquidity.

GFI does not invest in fads.
We maintain discipline through all markets.

We are focused.
We utilize a proprietary checklist to govern our investment decisions.

Strong emphasis on balance sheets.
We look for minimal debt and smart allocation of corporate cash.

Please speak to us today at 416.488.8825 to learn more about the GFI Investment Approach.

“If you’ re prepared to invest in a company, then you ought to be able to explain why in simple language
that a fifth grader could understand, and quickly enough so the fifth grader won’ t get bored.”

- Peter Lynch