Goudy Park Capital

Goudy Park Capital invests in early-lifecycle companies that have the capability to generate high returns on invested capital while sustaining strong organic growth and capturing incremental operating leverage and margin expansion. This creates growth in free cash flow that can be recycled back into higher-returning investments or returned to shareholders. As companies gain scale and maturity, multiples expand and create additional value. Goudy Park Capital focuses on: —Durable Compounding Companies Companies growing revenues and cash flows 15-20% annually. These companies have pricing power, high customer retention, recurring revenue, and strong market share, and typically sell essential services and products. —Undiscovered Growth Companies High growth, smaller capitalization companies that have yet to be discovered broadly by the market, have a leadership position in a market niche and a quality management team. —Special Situations High-quality companies, led by effective management teams, that are mispriced or undervalued due to temporary underperformance, or unusual market dynamic or situation, with the potential to generate significant growth during the investment period.