Valuation discipline, cash flow growth and operational improvement collectively form the foundation of Solis' strategy for creating value. These fundamental elements, together with capable leadership, are essential for a Solis investment. Growth in Solis investments typically is organic, with add-on and tuck-in acquisitions used when appropriate.

Solis prefers proven service, manufacturing or value-added distribution companies in large, highly fragmented markets, ideally in defensible niches. Solis targets companies headquartered in the Western United States, with an emphasis on California. Solis will consider opportunities in a broad spectrum of industries, but typically not in the retail, restaurant or apparel sectors.

Solis professionals consistently have generated significant returns through varied business cycles without deviating from this "fundamentals-based" strategy.