Sean Blix of Rainmaker Investment Advisory and Gavin Treanor of Newlook Capital have a candid conversation about Newlook Capital's funds from the perspective of management's objectives, how they measure success, and how they address day-to-day challenges.
For investors, it can be very beneficial to learn what motivated management to create their business in the first place, how they measure success, and how the team continues to be motivated to achieve success.
Specific to Newlook Capital, they are successful in niche markets; the focus has been on two specific markets:
1. Businesses which are required by law
2. The aggregation of dental practices in secondary markets
The thesis for Newlook focusing on both of these niche markets is very compelling.
