From Rates to Returns: How Higher Interest Rates Are Reshaping Investment Strategy
As interest rates reach multi-decade highs, investors are trading growth narratives for grounded fundamentals. In this new era of expensive capital, cash flow, margin discipline, and strategic patience are redefining what it means to build a resilient portfolio.
Unlocking Value in Under-Managed Businesses: The Case for Operational Turnarounds
Beneath the surface of America’s small business landscape lies a massive pool of under-optimized companies—steady, profitable, and structurally overlooked. With outdated systems and succession gaps holding them back, these firms present a unique opportunity for disciplined investors focused on operational performance, not speculation.
Small Business, Big Impact: Why Local Operators Are the Backbone of the U.S. Economy
Often overshadowed by Wall Street giants, small businesses quietly power nearly half of America's private workforce and contribute over 40% of GDP. Despite their economic weight, many operate with outdated systems and limited access to capital—leaving significant untapped potential on the table for those paying attention.