Benefits of Being Different

Our approach is highly opportunistic and focuses on individual companies where we are advantaged by our temperament and multi-year outlook to invest where others are constrained.

Investment Temperament

Commitment to the rational business case of a stock, not the market’s opinion.

SMALLER IS BEST

We have 10x the investment options of the average institutional fund.

Time Horizon

We think in terms of years and decades, not months and quarters.

Concentrated Portfolio of 8 to 12 Stocks

Exceptional opportunities are rare. We have the luxury of only investing in our best ideas.

Aligned Investor Base

Supported by like-minded families around the world that share our mindset and long-term objectives.