about
our values
Our interactions are rooted in unwavering values: integrity, facts, logic, common sense, reality, truth, and results. These principles guide every conversation, decision, and partnership.
We pair a love of learning with a relentless dedication to excellence and independent thought—ensuring our clients benefit from both deep insight and bold, original thinking.
investment strategies
We believe in outperforming the stock market by promoting businesses built on a solid foundation of real assets and consistent revenue.
Through rigorous primary research—and by tuning out misleading public perceptions—we’ve developed a disciplined investment strategy focused on long-term value and sustainable growth.
strategic economic growth
“When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains in tact.” – Warren Buffet
We take this lesson to heart. That’s why we focus not just on management teams, but on the underlying strength, structure, and economics of the businesses themselves. Great leadership only succeeds when paired with great fundamentals
