Conviction Over Convention
We focus on investing in high quality companies that are resilient in difficult economic environments and can compound our clients’ capital at a higher rate than the market over time. By adhering to this philosophy, we seek to protect our investors’ assets in declining markets, while growing their assets by participating in rising markets.
Learn more about our philosophy
We look at the world from a bottom-up perspective, on a constant quest to find companies with consistent and sustainable earnings growth over the long term. Our concentrated portfolios are driven by disciplined research, not a broad market benchmark.