Inverness’ investment philosophy is grounded in the following fundamental principals:

Platform Investment Strategy
Inverness invests in platform businesses with strong management teams and helps them prudently deploy capital in organic growth opportunities and value-accretive strategic, follow-on acquisitions. These follow on investments, coupled with organic growth, enable the business to generate financial and operational efficiencies.

Focus on Out-of-Favor Industries
Inverness’ general strategy is to make leveraged equity investments in industries which we believe are attractively valued due to industry and/or capital market dislocations. Broadly speaking, Inverness invests in companies which it believes have solid base cash flows and assets values, but whose profitability and market valuations are temporarily depressed.

Partnership with Management
Inverness believes that it is important to establish a close working relationship with the management team of a prospective acquisition target long before an investment is completed. It is Inverness’ experience that significant ownership by management aligns the interests of Inverness and management and encourages superior performance.

Disciplined, Value Investors
Inverness believes that in order to achieve superior risk-adjusted returns it is crucial to remain strictly disciplined with regards to valuation. Inverness enters investments with strong price discipline and structural protections.