We are a family office helping other families invest with conviction.
OUR INVESTMENT APPROACH
At its core, our method is a value-based, stock picking approach.
We try to maintain a high level of opportunism among a relatively large pool of ideas.
While diversification is a goal, it is secondary to our objective of superior returns.
We strive to achieve superior returns with a conviction-based, multi-channel, disciplined approach seeking to identify our very best ideas among a relatively large group of investment choices.
CONVICTION-BASED
We have identified seven channels that allow us a broad range of investment alternatives.
DISCIPLINED
It is essential for us to maintain a proper perspective, a grounding that volatility cannot shake easily. We achieve confidence by following a core of time tested set of rules that (somehow) generally work for us.
MULTI-CHANNEL
We have identified five channels that allow us a broad range of investment alternatives.