Philosophy

Off Road is guided by principles of ethics, stewardship and fairness that are reflected in everything it does.

Philosophy

Off Road is guided by principles of ethics, stewardship and fairness that are reflected in everything it does.

What We Believe

Off Road Capital Partners is governed by a select core of principles that underpins the character and firm. These tenets were developed through 50-plus years of combined investment and business experience in private and public markets. Off Road’s objective is to deploy capital to unique or undervalued businesses and generate wealth via compounding capital at attractive after-tax rates of return over time.

Alignment

Off Road partners only with investors and operators with whom it is aligned ethically, philosophically and economically. Transacting and partnering with driven, high-integrity professionals is central to Off Road’s approach and reflects the culture it has cultivated over time.

Value

Off Road’s investment process is based upon prudence and the development of a fundamental understanding of the economics of businesses. Off Road uses financial structuring, deep value analysis and scenario-based stress testing to mitigate downside risk while seeking to provide value and long-term upside for its partners. Off Road places great importance on diversification and risk management, understanding that undue conviction and concentration is dangerous. A focus on salient factors, transformative trends and partnership distinguishes Off Road’s approach.

Differentiated Companies / Markets

Off Road strives to identify unique situations, businesses and markets that are undervalued, misunderstood or not well known to others. Off Road provides tailored, value-added capital to undeserved operators and businesses to achieve growth while exposing Off Road investors to industries and asset classes to which most family offices and institutions are not privy. Off Road believes such niche opportunities will benefit from flexible, intelligent capital and generate significant value for all involved. Off Road is prepared to take intelligent calculated risks and adopt “out of the box thinking.”
From years of experience, Off Road’s principals have learned that impressive returns can be generated by focusing on smaller, niche companies and assets that are difficult to source, diligence and manage. Simply put, the “Off Road” approach is the unstinting conviction in the idea that aligning with excellent partners and going through a vigorous search process can lead to identifying uncommon assets in need of flexible, intelligent capital and generating high after-tax rates of return year-to-year.