News

What We Look For When Visiting A Company – Missoula-based Front Street Capital – The Tarkio Fund


If you have read any of our past letters, then you know how much Front Street Capital – The Tarkio Fund emphasize the criteria we use to select businesses for investment. We are constantly looking for leadership teams and cultures that exhibit:

1.
Humility, Integrity, Trust
2.
LongTerm Focus
3.
Purpose and Passion
4.
Teamwork Cooperation, Not Competition
5.
Employee Empowerment Driving Fear Out of the Organization
6.
Disciplined Capital Allocation

And you probably know that we spend a lot of time traveling to our companies (and a variety of other companies as well) learning about how these cultural principles show up in the operations of these businesses. One question we get a lot is: “What exactly are you looking for when you visit a company?” We’ll try to answer that question in this letter.

Running (and growing) a business is an endless series of problemsolving. Our criteria are designed to help us identify tools/skills/techniques/assets that companies are using to solve problems continuously in an innovative and evolutionary way. Here is a more detailed list of some of those assets (from our criteria)

All Shareholder Letters

Leave a Comment

You must be logged in to post a comment.

News Catrgory Sponspor:


Dorsey & Whitney - An International business law firm, applying a business perspective to clients' needs in Missoula, Montana and beyond.