As practitioners of the value investing discipline, we are not reinventing the wheel. Rather, we have borrowed critical elements from a tried and true investment philosophy and adopted an approach that maximizes our ability to generate compelling absolute and relative returns across all market cycles.
We practice a fundamentals-based investment approach. We conduct exhaustive due diligence with an eye towards multi-year investment horizons, so we can take meaningful positions in our best ideas. We like to think like owners and believe our mindset resembles that of an opportunistic businessperson’s. We invest this way because we believe it is the right way to pursue our primary goal of compounding capital safely over the long term.