Great businesses create contingent assets not reflected in typical financial metrics. We look for financially strong companies based on a comprehensive evaluation of financial and ex-financial factors, which we believe are not appropriately captured by market valuations.
As active owners, we look to build relationships with companies beyond quarterly earnings statements, for the long-term value of our client’s assets.
Our approach is rooted in stock selection rather than adherence to a specific investment style. Investments are evaluated based on competitive dynamics with robust peer review to assess the opportunity. The result are high-conviction portfolios of what we believe are the best companies at attractive valuations.