Chief Executive Officer
& Managing Partner
Chief Financial Officer
& Chief Compliance Officer
Our investment thesis is simple: glendonTodd only invests where we have clear value creation strategies and actionable operational insights. Investing is not just “all about the math.” What we have seen is that projections based solely on quantitative factors can lead one down the wrong path. Because market conditions always evolve, we continually look for the opportunities that this constant evolution presents. This approach informs our investment allocations; it shows us which assets to pursue and how to maximize value.
glendonTodd draws upon more than 100 years experience in hands-on management of global businesses.
While simple in theory, our team understands the complexity inherent below the surface of our investment thesis. Much more than a knowledge of macro and micro economics, and financial and legal systems, deeply understanding the business model, internal methodologies, branding, contextual positioning within the industry, and industry evolution are all critical to the assets we pursue and the outcomes we expect. This is especially important when bringing products and services from the confines of a single business or geographic market onto a broader global platform. glendonTodd clients benefit because we cultivate this understanding of the nuances of dealing in multiple geographies and sectors.
Three fundamental principles make up the core of glendonTodd’s investment philosophy. Together, they serve as the touchstone and measure of our company’s actions.
1. We believe disciplined focus and thorough research allow us to be nimble.
The creation of value is both time sensitive and perishable. Being successful depends on being the first to recognize and act when an opportunity presents itself. But opportunity will not wait while we educate ourselves about an unfamiliar industry or sector. We focus on industries where we have direct experience and deep knowledge, allowing us to make highly informed investment decisions.
2. We believe in sustainable prosperity.
— Goethe[/gn_pullquote]Many firms focus on short-term investments or single events that turn a one-time profit. Our focus is instead on investments offering lasting value creation, especially those with directly monetizable assets, intellectual property, and predictable cash flows that are well-positioned to capitalize on major market trends and grow steadily over time.
3. We believe in creating tangible wealth, not merely the perception of value.
glendonTodd seeks to provide solid, measurable, and visible value for our clients. To achieve this end, we prefer investments with clear, understandable, and proven processes, transparency in their dealings and financial reporting, and management who exhibit intellectual rigor, personal integrity, and thought leadership in their industries.