Low Cost

All businesses succeed based on one key driver of long-term performance; keeping expenses low. This is as true today as it has been throughout time. We expect our partners to minimize expenses in all their operational activities.

Simple Strategy

Any business plan should be simple enough for the non-industry professional to understand. We expect our partners to explain their business and operational plans in plain language. If your operation is beyond our understanding, then our capital is beyond your reach.

Rule Based

The temptation to play “hunches” and follow your gut is a sure path to subpar returns. Cake Investment Group has set of rules and metrics that guide our actions. The heat of the moment is no time to formulate strategy. We choose a strategy that makes sense; look at the market and our rules, then follow those rules. Rules based capital investment removes much of the emotions that can ruin any plan.

Emotionally Attainable

This is key. All of the previous three pillars are for naught if the plan is not emotionally attainable. By this we mean that a plan that expects us to completely ride out gut wrenching downdrafts and extended and revised return periods is simply not realistic. If we are not comfortable with the emotional attainability of our partnership with you, we will not move forward.