Fund Overview
Scalar Gauge Fund focuses on high quality companies with strong moats across a select subset of industries. The fund seeks to identify an asset’s intrinsic value by leveraging prior experiences in private markets. The team develops a deep understanding of a company’s operational dynamics to identify what is changing within a company, industry segment, or competitive landscape. Diligence is conducted through rate-of-change analysis and a methodical approach to collecting and analyzing primary data, both qualitative and quantitative.
Scalar Gauge Fund focuses on high quality companies with strong moats across a select subset of industries. The fund seeks to identify an asset’s intrinsic value by leveraging prior experiences in private markets. The team develops a deep understanding of a company’s operational dynamics to identify what is changing within a company, industry segment, or competitive landscape. Diligence is conducted through rate-of-change analysis and a methodical approach to collecting and analyzing primary data, both qualitative and quantitative.
We identify intrinsic worth
We understand what a private equity firm or an acquirer would pay
based on specific sub-sector’s intrinsic knowledge
We think as private equity owners and use proprietary valuation
methodologies and appropriate capital structures to assess what the
companies are worth
We analyze rate of change
To implement our primary strategy, our diligence process focuses on rate-of-change
