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Investment Philosophy

Competitive Advantage Strategy Process Analysis Portfolio Construction

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

conviction

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

stability

Solid value generally reduces portfolio volatility over time

compliance

SEC Registered Investment Advisor

Superior Absolute Return

Do not manage to an index

scalability

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