What makes our investment approach different?

We have skin in the game.
GFI principals and their families are significant clients.

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

We are not the index.
We take concentrated positions in great businesses. We only put capital to work in opportunities we deem worthy.

We are long term investors and we don’t attempt to time the market.
We stand by our thorough and proven investment process.

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

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.

We rely on our own thorough research.
We read all source documents and speak to management, customers, and industry participants before judging a company’s worth.

“The key to making money in stocks is not to get scared out of them.”

- Peter Lynch