At Mosaic, we seek to acquire businesses that have a leadership position in a niche market, strong cash flow generation with solid margins to withstand competitive pricing, and have low sustaining capital expenditure requirements.
Our investment philosophy is built on four pillars:
- We seek to acquire majority equity interests in great businesses that fit our long-term view at what we believe are fair prices
- We partner with the senior management team and align their interest with Mosaic’s for future success
- We acquire businesses with the intent to own and manage for the long-term
- We maintain a strong financial position and grow sustainable free cash flow
Our philosophy requires us to be disciplined and patient. We own a number of well managed companies in defensible industries run by shareholder-oriented managers, and with earnings we believe will grow over the next 5, 10, and 15 years.