Investment diligence is a quest for truth. Close proximity to the facts and a comprehensive understanding of the circumstances will help us avoid generalizations and ultimately lead to better decisions.
When speaking about debate at Netflix, Reed Hastings has said “to disagree silently is disloyal.” We share this ethos and believe that, over time, questions are more important than answers.
Equal treatment of contributions is key to team cohesion. And we believe the long duration employee retention that should result will be accretive to performance over time.
We think of diversity as a strategy rather than an initiative. As such, our team is composed of individuals with diverse backgrounds and unique experiences to optimize collective performance.
We view intellectual bandwidth as a service that can be rented by the hour. But what is not for sale, at any price, is our character and the incalculable influence that integrity has on talent retention and asset selection. We strive to ensure each action we take and every recommendation we make is carefully guided by a moral compass — and that will never change.
© Care Equity Capital Management L.P. New York, New York