A tried andtrue approach

Based on decades of experience and philosophies guided by the Cumming Family, we have developed strategies for identifying and making the most of opportunities as they arise in the market, delighting investment partners with unparalleled results.




Investment Principles

Our core principles are a part of our DNA. They guide our team as we analyze investments and make critical decisions to balance short-term needs with longer-term goals.

  • Opportunistic Investors

    While our team can’t predict where or when investments will come to market, we are prepared to analyze all investment opportunities and can provide flexibility in our legal structures to meet buyers and sellers specific needs.


  • Patient Capital

    Our team believes that the best returns occur over long periods of time. Not only do we create long term value, but we also capitalize and position investments to weather short term market fluctuations with less risk.


  • Concentrated Diversification

    We are constantly looking for ways to outperform the market. While we diversify our portfolio through a variety of unique investments, we’re always striving to deeply understand specific industries where we can take larger positions that will often outperform the general market.


  • Flexible Structures

    With a variety of investments across industries, we rarely structure any two investments in the same way. This gives our team the ability to align all partner interests, while helping improve potential returns on investment.


  • Economic Creation

    We believe that true value is created through outsized returns on our investments. We do this by minimizing our leverage, picking opportunities that have a strong foundation, and following best practices within given industries.


“ The best way to measure your investing success is notby whether you’re beating the market but by whetheryou’ve put in place a financial plan and a behavioraldiscipline that are likely to get you where you want to go. ”
Benjamin Graham

Cumming Principles

Cumming Principles are the foundation for how we do business. Our team lives by these values, considering them with every action we take to ensure the best results possible for families and partners.

  • People

    We understand that the greatest asset in every business is its people. When we focus on growing our people rather than the business we accomplish both. We achieve success by bringing the extraordinary out of the ordinary.


  • Investment

    It's easy to get caught up in popular investments of the day or the latest complex transactions. Yet, we strive to build conviction in enduring investment strategies that create real long term value, thus continuing the investment legacy of the Cumming Family.


  • Leadership

    We believe leadership is defined by our actions and accomplishments. We expect excellence from each of our team members and work towards a balance of patience and progress in achieving our goals.


  • Economy

    The economy operates on a longer time horizon than any individual investment or opportunity. Listen carefully, think independently, and course correct.