Investment Philosophy


  • Small, nimble, independent-minded managers engaged in flexible, opportunistic investing are ideally-suited to capture superior returns.
  • Identifying differentiated investment ideas is best accomplished through an unconstrained lens.
  • Historically, value has been one of the best predictors of achieving superior returns.
  • Value-oriented strategies may provide better downside protection in bear markets.

Philosophy (click to learn more):

Value Investing »

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