Fundamental

approach
  to CAPITAL
PRESERVATION

LONG-TERM FOCUS
AND CAPITAL
PRESERVATION

Outperformance over a full market cycle can be achieved by keeping pace with the benchmark in up cycles, while significantly outpacing it in down cycles.

RECURRING
REVENUES

Focus on companies with recurring revenue business models, which is defined as having products and services with lifespans less than two years.

FUNDAMENTAL
APPROACH

Invest in highest conviction ideas utilizing bottom-up process to identify companies with good growth prospects, strong balance sheets, superior management and positive underlying industry economics and trends.

GROWTH AT A
REASONABLE
PRICE

Buy select growth companies at attractive valuations and take advantage of temporarily mispriced names relative to the company’s long-term outlook.

Investment Updates

  • Housing Boomed Again In December

    The big news for investors this week is not about the new President, the impeachment, or Covid stimulus and relief. The big news is that a housing boom is under way. Housing starts rose for the fourth straight month in

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