Building and sustaining wealth is a marathon, not a sprint. A comfortable journey matters, which is why we always prioritize risk management.
Our investment process is designed to generate strong risk-adjusted returns over an investment cycle. We aim to keep up with the market in good times, protect capital in bad times, and come out ahead in the long run.
We conduct our own research, employing a dynamic process that blends macro analysis of the business cycle with fundamental security analysis. All portfolio decisions rely on an empirical framework that we are continually improving.