Private Funds & Separately Managed Accounts
Well-managed businesses with a sustainable competitive advantage, superior capital allocation, and attractive long-term growth prospects, trading at a fair valuation.
Transparent, scalable measurable, and repeatable investment process that seeks to minimize irrational and emotional investment decisions.
Principles we seek in a business
We blend a data-driven, principles based investment approach with decades of investment experience.
- Our computer models quantify our investment principles into well-defined financial metrics and sort through thousands of financial statements and companies in real-time.
- Our investment professionals apply the same principles to analyze and audit investment ideas.
We endeavor to treat others the way we would want to be treated. Transparency and openness is our stated policy.
Just like investments, knowledge compounds over time. Our professionals enjoy learning and proactively seek to broaden their intellectual horizons.
Profits are the reward of creating value for clients. Our culture of giving back to the community will be funded by company profits.