Investment Strategy

To achieve consistent risk-adjusted absolute outperformance over the long-term

We believe that disciplined application of fundamental bottom-up security analysis ensures long-term investment outperformance. Yet while markets are competitive, they are not perfectly efficient. We employ active portfolio management techniques designed to systematically uncover and exploit opportunistic sources of value. Risk management plays an integral role in our investment processes and enables us to generate excess returns that are positive, stable, explainable and repeatable.