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Investment Philosophy

Aligned Interest

We invest side by side with our clients

deep research

A truly long-term mindset means we know our companies inside and out


Concentrated portfolio of best ideas has enabled us to deliver strong performance

Downside Protection

We aim to actively protect the downside and have been successful in minimizing losses


Solid value generally reduces portfolio volatility over time


SEC Registered Investment Advisor

Superior Absolute Return

Do not manage to an index


Superior stock selection provides a sustainable edge that does not deteriorate with Strategy size

tax efficient

Low turnover, which produces a tax efficient portfolio for our investors