Our weekly newsletter provides a brief snapshot of issues we have been working on internally, research topics we have been pursuing, or interesting articles or media that have come across our desk and impacted our thinking.
September 22, 2017

Weekly Thoughts: Rule of 40

Here is something that caught our eye this week: Rule of 40 The central tenant of Chenmark’s investment thesis is to acquire small operating companies with steady — but not necessarily high — growth rates coupled with a long history of profitability, and an enduring, […]