Our Guiding Principles

We are value investors. We build conviction by having a firm understanding of a company’s ‘reason to exist.’ We are attracted to companies with defensible, proven business models, enduring free cash flow, motivated management teams and deep customer relationships.

Ulysses is an unusual investment firm in that our General Partners and their families have contributed a significant portion of our capital under management and it represents a meaningful portion of our net worth; we subscribe to the notion of ‘eating your own cooking.’ With our interests so aligned with our outside investors, we are concerned with both the financial success of our investments and with the ethical and moral standards of high integrity and good governance.

We believe strongly in the benefits of partnership. We often prefer to deploy our capital alongside other like minded investors, believing in the wisdom of multiple perspectives and the resiliency derived from additional human and capital resources.

We have always believed that an operational focus is critical to creating sustainable value in businesses. Ulysses enjoys a network of industrial and financial partners, many of whom we have done business with for years. We routinely rely on operating executives of current or former portfolio businesses as well as investors and fund managers to develop proprietary insights into our investment opportunities. Through many years of experience building businesses and our ability to draw on the talents and knowledge of our operating executives, we are able to help companies enhance their core advantages and transcend their historical limitations.