Investment strategies

The Investment Team offer six proprietary investment strategies to institutional clients and can develop tailored portfolios for RIAs, Investment Advisors, and Family Offices.

We build equity portfolios using quantitative and qualitative investment processes, concentrating capital in the best businesses that are trading at a discount to intrinsic value. Portfolios are diversified across industries, sectors, business models, and geographies within each investment portfolio.

The firm's Investment Philosophy is rooted in owning high quality businesses.