Vici Capital is the investing arm of Vici Capital Partners, a management consulting firm with deep experience in growing earnings on a pay-for-performance model. Because of this history, we have a strong belief that companies with more disciplined execution are more likely to outperform their peer groups and the market as a whole. We look to make a handful of investments in public and private-equity-owned companies each year, typically not buying more than 4.9% of the company’s shares. We invest our partners’ capital and raise additional funds for each opportunity. We never short -- only making long investments in equity and occasionally in corporate debt. Our investment criteria includes: - Good companies with the ability to grow competitive “moat” over time - Strong motivation and priority to sustainably grow operating margins - Solid and verifiable process to drive execution (and margins) - Potential share appreciation of at least 2x over 3 years