We focus on fundamental analysis of each business we evaluate, both on a quantitative and qualitative basis. Although each investment is different (and outside of special situations), we typically weigh the future prospects of a business based on the company’s competitive position (protection from competition), value (what it’s worth vs. what the price is), capital allocation, and our confidence that there won’t be major disruption in the near future.
Tactical Capital’s investment strategy revolves around 5 DNA strands.
Our Core Values.
1. Integrity and Aligned Interest:
Your hard-earned money will be stewarded like it’s our own, and we will be invested alongside you with close to our entire net worth.
2. We view you as Partners, not Clients:
We’re intentional about each of our partnerships and are not a turn on/off service provider. Each portfolio member has a unique set of life circumstances, a unique set of God-given resources, and a unique view of the world. We want to understand how -TC- fits into your life equation, and how we can best serve you and grow a successful long-term partnership.
Fee Structure.
Simple and Transparent:
Regardless of investment size and whether investor’s have accredited or qualified status, we charge an annual 2% fee of Assets Under Management (AUM) that is charged monthly in arrears. The minimum requirement is a $50,000 USD investment.
We accept new clients by referral only.
