INVESTMENT PHILOSOPHY
We seek to achieve attractive risk-adjusted returns over a full market cycle through a diversified portfolio of high-quality, well managed businesses with the ability to sustain above average growth over the long-term.
Business Models
We seek durable, scalable business models led by capable management teams.
Performance
We aim to generate attractive risk-adjusted returns over a full market cycle though stock selection and downside protection.
Research Process
We strive to invest in companies that possess durable Growth, sound Governance, and scalable Go-to-market strategies where a clear investment thesis can be articulated and a positive risk/reward shew can be underwritten.
Portfolio Construction
Our conviction weighted portfolio balances long-term opportunity and risk via relative concentration and diversification in an effort to produce high active share driving differentiated long-term results.
