Insights
What we are reading, writing, and thinking about.
Notes from our team on the businesses we own, the markets we invest in, and news from the firm.
Where We See Value in a Higher-Rate Market
Placeholder summary. Two sentences on what the piece argues and who it is written for.
Author Name
August 14, 2026
- Investment Strategy7 min read
Why We Buy Home Services Companies
Placeholder summary. Recurring demand, fragmented markets, and what makes an operator great.
ANRead moreAuthor Name
July 22, 2026
- Investment Strategy8 min read
2026 Mid-Year Outlook
Placeholder summary. A short note on how we are positioned across the three strategies.
ANRead moreAuthor Name
June 30, 2026
- Firm News3 min read
Fairfield Capital Management Opens Its Dallas Office
Placeholder summary. A plain-language announcement written for readers outside the firm.
ANRead moreAuthor Name
May 19, 2026
- Investment Strategy6 min read
The Economics of a Great Car Wash
Placeholder summary. What separates a durable wash from a fragile one, before any deal math.
ANRead moreAuthor Name
May 6, 2026
- Market Views5 min read
Multifamily Demand Across the Sunbelt
Placeholder summary. Where households are moving and what that means for apartment owners.
ANRead moreAuthor Name
April 15, 2026
- Investment Strategy5 min read
What We Look For in an Early-Stage Team
Placeholder summary. The questions we ask before we write the first check.
ANRead moreAuthor Name
April 28, 2026
- Investment Strategy7 min read
Where AI Creates Durable Moats
Placeholder summary. Which advantages compound as models improve, and which erode.
ANRead moreAuthor Name
March 18, 2026
- Investment Strategy6 min read
Underwriting AI-Native Startups
Placeholder summary. How we think about unit economics when inference is a cost of goods.
ANRead moreAuthor Name
February 11, 2026
- Investment Strategy7 min read
How We Underwrite Complexity
Placeholder summary. The questions we ask before we price a complicated situation.
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March 31, 2026
- Firm News2 min read
Adding to Our Investment Team
Placeholder summary. Who joined, what they will work on, and where they came from.
ANRead moreAuthor Name
February 24, 2026
- Market Views5 min read
Real Estate After the Repricing
Placeholder summary. What has changed in pricing and where we are spending our time.
ANRead moreAuthor Name
January 20, 2026