Capital Deployment
Five complementary strategies designed to generate durable income, preserve capital, and compound wealth across market cycles.
Portfolio Construction
Our portfolio is constructed around five core strategies, each selected for its distinct risk-return profile and contribution to overall portfolio resilience. We do not chase trends or allocate to asset classes we do not deeply understand. Every strategy reflects years of accumulated expertise and proprietary market insight.
Flagship Strategy
Acquisition and repositioning of workforce housing communities across the Carolinas. We target well-located, value-add properties in high-growth markets where demographic tailwinds and housing affordability constraints create sustained demand for quality rental housing.
Senior secured and unitranche loans to lower middle-market companies ($5M–$25M EBITDA) across the Southeast, with a focus on essential-service businesses, healthcare services, and specialty manufacturing. We prioritize current yield, strong covenants, and personal guarantees.
Minority and majority equity positions in profitable, founder-led businesses with $3M–$15M of revenue seeking growth capital rather than leveraged buyouts. We partner with management teams in sectors where we have operating expertise, including business services, logistics, and value-added distribution.
A focused portfolio of 12–18 high-conviction positions in publicly traded companies trading below intrinsic value. We favor businesses with durable competitive advantages, shareholder-friendly management, and strong free cash flow generation. This is a long-only, low-turnover strategy.
Direct ownership of productive farmland and managed timberland across the Southeast, primarily in the Carolina Piedmont and Coastal Plain regions. These holdings provide inflation-linked returns, biological growth yields, and long-term land value appreciation with minimal correlation to financial markets.
Our Edge
Without a fund lifecycle, we can hold assets through cycles and avoid forced selling at inopportune times. Our capital is truly permanent.
We invest our own capital first. When we invite co-investors, their interests are perfectly aligned with ours—same terms, same risk, same upside.
Two decades of operating in the Carolinas have given us relationships, market knowledge, and proprietary deal flow that cannot be replicated from a distance.
Partner With Us
Select strategies are available to qualified investors who share our long-term orientation and values.
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