At Gluskin Sheff, we seek to make investments in businesses that have the following characteristics:

Best in class companies

• Clear and sustainable competitive advantage
• Proven management ability – a track record of achievement against specific objectives and management accountability
• Market leadership, or the distinct ability and opportunity to emerge as a market leader

• Strong and improving financial results
• Achievement of appropriate business and financial objectives
• Strong balance sheets

• A focus on the intrinsic valuation of a business
• Low valuation relative to sustainable cash flow and future growth potential
• Discount to our estimate of net asset value
• Identifiable “catalysts” that will surface value