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Investing,
Our Craft

In our constant effort to improve our investment approach, and to enhance the skills we bring to its execution, we are guided by a set of beliefs honed and proven over time.

  1. We believe…

    that a special approach to investing can lead to special opportunities

  2. We believe…

    that finding outlier investments requires a unique sourcing engine driven by talent, alignment, and trust

  3. We believe…

    that advantaged investments can be simple to identify with the right lens

  4. We believe…

    that portfolios should be diverse, non-correlated, and structured for downside protection

  5. We believe…

    in conscientious investing and are proud of what our portfolio says about us

  6. We believe…

    in all-weather portfolios, not predicting rain (or markets)

  7. We believe…

    that highly motivated younger investment managers often provide the best investor proposition

  8. We believe…

    in alignment throughout the chain of partnership: our capital, our clients’ capital, and our external partners’ capital all side-by-side, succeeding together

  9. We believe…

    that protecting capital does not require us to sacrifice growth and returns