Research Process

Timucuan’s investment team originates its own ideas. Idea sourcing occurs in several ways and is supported by the firm’s collective knowledge base and experience studying companies and industries for three decades. Over the course of a typical year, numerous preliminary stage ideas are culled-down to a subset of companies that warrant full-scale due diligence. As in-depth work is conducted, Timucuan’s research professionals meet with management teams in person, and interview customers, suppliers and competitors. Our initial thoughts on valuation are shaped by our findings during the diligence process which culminates in an appraisal of business value. Purchase and sell decisions are made by the same team conducting research.