Our strategy is driven by a set of core beliefs, formed by decades of experience and countless hours spent building and advising successful asset managers. They are the foundation of every investment decision we make.

We believe...

  • Great asset managers are led by great investors supported by highly skilled teams focused on a single investment doctrine.
  • A strong investment culture and investor independence are critical to long term success.
  • Organizational complexity and portfolio manager distraction can be the enemy of strong investment performance.
  • Great investors generate the best performance when focused on managing money rather than running a business.
  • It’s possible to create a successful multi-generational asset manager, but capital transactions are dangerous. For successful succession planning, we believe that a long-term capital commitment is paramount.