Investment Management

Our investment philosophy is grounded in the belief that we can best attempt to achieve superior, long-term compounded returns for our clients through:

  • RIGOROUS FUNDAMENTAL RESEARCH

    We approach every investment from the perspective of a potential owner making a purchase of the entire business. We believe this approach helps us ignore short-term market noise and value business fundamentals. More »

  • FOCUS ON EXCEPTIONAL BUSINESSES

    We believe a focus on quality businesses materially improves our margin of safety and our long-term compounding potential. Exceptional businesses help us protect wealth and avoid risk, which we define as a permanent loss of capital. More »

  • VALUE DISCIPLINE

    We agree that “price is what you pay, value is what you get.” Often times great businesses are fully priced. Our discipline is to be patient and buy (or sell) only when price and value are in (or out of) harmony. More »