We want businesses that have real predictability, great recession proof for a recession-resistant characteristics. Cyclical businesses are businesses that can dilute you at the bottom. The common thread is we want to partner with CEOs that have a lot of skin in the game. It's taken almost 12 years to get here. But now we have a portfolio of companies that are owner operated,. high ROIC with low cyclicality.
On today’s Manager Meeting, Savneet Signh interviews Adam Wyden. Savneet is the President and CEO of PAR Technology Corp, a $1.5 billion market cap public technology company, the Chairman of CoVenture, and a past guest on Capital Allocators earlier this year, sharing his unique perspectives as a successful operator and investor. Adam is the founder and Managing Partner of ADW Capital, a $350 million concentrated, small cap, long-biased fund he launched with $0.5 million in 2011. ADW’s largest position is PAR Technology. Their conversation covers the launch of ADW, the evolution of the fund’s strategy from activism to quality, research process, lessons learned, and opportunities going forward. Learn More Follow Ted on Twitter at
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