Investment approach

We believe that having the flexibility and mindset to look across the broad spectrum of investment opportunities allows us the ability to invest in compelling, well-understood businesses with shareholder-oriented managers and a margin of safety. We look for moments when the market serves up opportunities to purchase these companies at bargain prices, which is often due to short-term investor perceptions, temporary business difficulties that will improve, or as-yet undiscovered opportunities and unrecognized changes for the better, in our view.

Fund profile

Our core portfolio of high-quality businesses is managed with an emphasis on maintaining a margin of safety. We believe that this approach can deliver a consistent and long-term record of beating the equity market, as measured by the S&P 500 Index.

We believe that our strategy benefits from the advantage of an independent firm whose equity structure aligns the long-term interests of the firm, fosters teamwork and powers a single performance engine across all equity strategies.

Concentrated Portfolio: 30-45 holdings, minimum $2 billion market capitalization.

Vehicle: Separately Managed Account, UCITS Fund



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