We seek to add value by actively investing in a concentrated portfolio of quality companies where our research and independent thinking has given us an edge.

Our money is invested alongside our clients, creating a strong alignment of interests. As a fiduciary, we view our stewardship role as a guide, always acting in a client’s best interest.

We view risk management as the risk of permanent loss of capital and believe that having deep knowledge of our portfolio companies is the highest form of managing risk. Having humility and striving to improve through constant learning is another critical part of managing risk.