Risk Management

Risk Management

Risk management is inherent in our process and approach. We focus on companies which we believe have exceptional management teams, strong balance sheets, and trade below intrinsic value. 

Flexibility in markets allows the investment team to adapt in times of uncertainty and/or market stress.

Our sell discipline includes reviewing positions on a regular basis to evaluate if:

  • Our investment thesis has changed
  • The position has reached its intrinsic value
  • Position size exceeds our target allocation
  • Better investment opportunities arise

In instances when a security significantly outperforms or underperforms the benchmark (approximately 20%) we reevaluate the position to double-check that our thesis is still intact.