OWNERSHIP
No excuses. We take ownership for everything that we do.
EMPATHY
We make better decisions because we understand and care about others.
APPROACHABLE
No one should ever hesitate to
ask us anything.
OUR INVESTMENT PRINCIPLES
PRINCIPAL MONEY
We put our money
where our mouth is and invest our own money in our offerings.
DEEP RESPECT FOR RISK
We take intelligent risks and limit
our potential downside.
ANALYZE ALL FAILURES
We do not react emotionally to bad outcomes, but objectively analyze and learn from them to improve.
MARKET ADJUSTED PERFORMANCE
We do not solely consider the outcome, but analyze and understand how the decisions we made affected the outcome. We know dumb luck can look like success, and a rising tide can float all boats.
EXHAUST ALL POSSIBILITIES
Our assumptions are not arbitrary but based on research and knowledge. No one will be more critical of our analysis than us. No one can ask a question we have not already asked ourselves. We think creatively to create the best outcomes.
PROVEN FUNDAMENTALS
We make sure that our decisions make sense when viewed in the simplest terms possible. We use quantitative and qualitative analysis anchored in years of experience, but never lose track of the investment fundamentals.
ALL EYES ON DEALS
Everyone has a voice in all deals.
All team members have unique knowledge and perspectives
that are invaluable.
PAST, PRESENT, FUTURE
We know where we are, where we have been and where we are going. We are constantly monitoring and updating investment performance to achieve the best outcome.
