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.
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We believe…
that a special approach to investing can lead to special opportunities
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We believe…
that finding outlier investments requires a unique sourcing engine driven by talent, alignment, and trust
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We believe…
that advantaged investments can be simple to identify with the right lens
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We believe…
that portfolios should be diverse, non-correlated, and structured for downside protection
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We believe…
in conscientious investing and are proud of what our portfolio says about us
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We believe…
in all-weather portfolios, not predicting rain (or markets)
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We believe…
that highly motivated younger investment managers often provide the best investor proposition
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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
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We believe…
that protecting capital does not require us to sacrifice growth and returns