Firm

We are value-oriented investors persistently searching for opportunities to compound capital over the long term.

Our process is built from the ground up, through hard work and iteration.

We believe constant improvement is core to our investment process.

Team

Investments are underwritten based on elegant simplicity rather than strategic complexity. Our priorities:

Mindful of risks – Prevention as opposed to protection
Uncover future exceptional businesses — mispriced, high-quality companies that offer asymmetric opportunities
Invest with the mindset of a long-term business owner – not a stock picker
Conviction is constantly earned
Patience as a competitive edge

Our Core Tenets guide our actions as investors.

Our Foundational Values are how we treat our partners.