Strategy


 

Blum Capital has consistently pursued its corporate investing strategy since the firm’s INCEPTION in 1975.

For over forty years, we have applied our investment strategy focusing on small- and mid-capitalization companies to source strategic block and control investments and subsequently work with the managements and boards of directors to increase shareholder value.  Over time, we have invested more than $10 billion of equity capital and demonstrated a proven ability to play a constructive, active role in unlocking value from our portfolio companies through the implementation of financial, operational, and governance initiatives.

The core tenets of our investment strategy have remained constant throughout the firm’s history while still allowing us to take advantage of different opportunities in diverse market environments.  This flexibility has resulted in portfolios that have varied in emphasis over time.  However, the key principles of our investment philosophy have always been consistently applied as follows: