Each account is customized and is managed separately in accordance with client objectives. We focus all of our energy on finding great companies for our clients to own over an extended period of time.
We believe that wealth is created by long-term investments in successful and well-managed companies. We place great emphasis on the quality of management and spend significant time getting to know and understand the people who run these businesses.
Perform independent, focused research to find undiscovered companies, investigate them diligently, and avoid poorly managed companies.
Focus on the long-term investment horizon allowing the company to manage the business, not the stock.
With concentrated portfolios and low turnover, we only need 30-50 great companies to achieve strong outperformance. Outsized positions prove our conviction in our names.