Coda Capital seeks to generate attractive long-term returns by adhering to several fundamental investment concepts.

Stable and Profitable Businesses: Invest in operating businesses with a demonstrated track record.

Long-term Ownership: Focus on long-term value creation to build good businesses that perform well over time.

Experienced Management: Partner with management teams who run the daily operations and provide them with attractive incentives based on performance.

Branded Products: Target companies with strong market positions or differentiated products/services that allow them to compete effectively.

Growth Opportunity: Seek companies with the potential to maintain sustainable organic growth or provide a platform for accelerated growth through acquisitions, partnerships, or new products.

Control Positions: Establish equity control or significant operating influence. Provide the necessary resources and strategic leadership to support the growth of the business.