What We Offer
We structure our strategies to provide consistent, long-term investment performance that is not correlated to the equity markets.
Since inception, our clients have been institutions, family offices, and high net worth individuals who view investing with a sophisticated approach that places risk management first. We understand that growth balanced with preservation of capital is the goal, and that lower volatility is a priority. We don’t believe in hedging because we think it leads to overconfidence. If the risk of a given position is a concern, our rule is: Don’t invest.
This is how we’ve built a history of successful investments, one position at a time.
We work collaboratively with our clients, whether through an investment committee or one-on-one. We built our investing knowledge by taking apart corporate structures and understanding what worked and what didn’t. When it came time to start our own firm – our first principle was to create a structure that was flexible enough to move quickly, while at the same time incorporated best practices for governance and accountability.
As we have grown and evolved over the years, we’ve reached a state that marries technology to our process in a completely transparent way, allowing us to focus on the portfolio while meeting all regulatory and client needs.