We are investment classicists.
We employ a global, core, quality-oriented, and concentrated investment philosophy. Our belief is that the best way to build wealth is to align capital with fundamental opportunity and to make decisions informed by the long term. Economic and market cycles change, but the four pillars of our philosophy never do.
We invest with a global perspective - there’s always prosperity somewhere.
We build portfolios that balance opportunity and risk to perform over the full market cycle.
We invest in high-quality assets with demonstrated financial strength.
We concentrate investment in high-conviction ideas to both grow capital and manage risk.
Global
We invest with a global perspective - there’s always prosperity somewhere.
Core
We build portfolios that balance opportunity and risk to perform over the full market cycle.
Quality
We invest in high-quality assets with demonstrated financial strength.
Concentrated
We concentrate investment in high-conviction ideas to both grow capital and manage risk.
Learn more about what we do
