DLB takes an opportunistic approach to investing and is willing to evaluate a variety of investment opportunities in underserved markets. Identifying and funding an undervalued investment requires a commitment to understand fluctuating valuation cycles and macro trends.
Focused management, long-term goal execution and a network of close relationships have allowed for sustained success during the past financial crisis.
DLB has prospered from the nature of its investments
- We look for underserved markets where macro growth and corporate execution creates value
- We seek investments in growing and resilient economies with high volume consumer-driven growth
- We focus on high quality management and align their compensation with us and our investors
- We invest and operate where the company values our expertise and grants us exclusivity during our investment process
- We invest early, where expertise is more valuable than pure capital
- We buy at prices which reflect historic low multiples
- We do not use leverage to enhance returns
- We do not get involved in the turnaround of troubled assets