Committed to Downside Protection
The foundation of our approach is to mitigate downside risk with the goal of long-term outperformance and lower volatility.
Focused on Facts to Reduce Speculation
Rather than trying to predict the future, we form our investment thesis based on what is true today, using our Balance Sheet Optimization approach to valuation.
Long-Term Oriented Investors
We invest in a select number of high-quality companies through the lens of a business owner, as if we were buying the entire company to hold indefinitely.
One Team, One Process
Investing across the capitalization spectrum allows us to view companies over an extended life-cycle—from small to mid to large—and reinforces our long-term horizon.