We invest in a select number of well-managed, enduring businesses through a proprietary, data-driven approach.
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.