As the single largest component of U.S. Gross Domestic Product, the consumer products & services sector has demonstrated highly attractive long-term, risk-adjusted revenue growth, margin strength, and attractive public and private market investment performance.

Rift Valley believes that attractive investment opportunities in the consumer sector are driven by numerous factors, including: (i) favorable demographic and lifestyle trends; (ii) market inefficiencies (such as fragmented sectors and multi-tiered distribution); and (iii) corporate reorganizations, resulting in the opportunity to acquire non-strategic and often underperforming brands at attractive valuations.