Canny Capital Partners recognizes that meaningful investment returns can be obtained through long-term positions and a contrarian approach. The key drivers behind our investments while staying in line with this approach are the following:
Canny Capital Partners seeks to identify businesses with defensible market positions. These are businesses with meaningful barriers to entry - whether they are from geographical limitations, switching costs, or entrenched customer loyalty.
We seek to identify our investments in markets typically overlooked by investors - whether it is a particular industry or geographic location.
Canny Capital Partners buys without the intention to sell, ensuring long-term stewardship of our portfolio companies.
We seek investments that can change ownership smoothly. Given our investment strategy, we also want to ensure the company culture is preserved post-transition, as we don't like to make significant changes to our portfolio companies.