Investment approach

We believe that we can generate attractive risk-adjusted performance using a differentiated investment approach in a widely inefficient asset class. We seek businesses with sustainable free cash flow, shareholder-friendly capital allocation records and attractive valuations because we believe that those company investments provide stability and the potential to outperform over the long run.

Strategy profile

Our investment team has a deep investment banking background that supports our unique approach and affords us with the ability to potentially identify value overlooked, misunderstood and mispriced by the market.

Our strategy is based on a unique firm culture and philosophy, which support a shared belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.

Vehicle: Mutual Fund,

 

 


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