Principles and Values

Client Interest & Transparency

Our client’s interests are first; we strive to be attentive stewards of our client’s assets. We seek to provide maximum transparency on how we invest, conduct our business and communicate with clients.

Integrity & Ethics

We expect the highest ethical standards of ourselves in all phases of our business and personal lives.


The skill sets of our investment team are diverse and complementary.  We utilize a team approach in everything we do.

Investment Understanding & Intellectual Rigor

We are long term, value sensitive, in-depth fundamental investors focused on discovering and understanding the investment merits of any investment we make.

Diversification & Risk Management

We seek to combine our Firm’s state of the art technology and investment experience to develop accurate risk management tools and analysis. Diversification of our portfolios is an important part of risk management.