Preserve and create long term wealth
We value your trust, so we invest your capital alongside our families’ and our own. We spend most of our time doing homework so we can accurately assess risks versus opportunities. Our unwavering dedication to our investment philosophy allows us to identify quality assets with attractive value and growth potential.
Always focused on executing our process
In his book How Champions Think, Dr. Bob Rotella wrote “Exceptional people immerse themselves in process goals. They care about how well they follow their chosen process everyday.” We strive to be exceptional. All of our investments are put through a checklist that is part of a clear, methodical process.
Practice smart portfolio construction
We believe prudent asset allocation is vital to achieving long-term returns. We continuously refine our portfolios’ construction to better balance between upside and downside risks against our view of an asset’s intrinsic value.
Predicting the future is very difficult
We love a good game. Thus, we always remember the famous saying “offence wins games, defence wins championships”. We plan for uncertainty and our tools are set up for optimized investment diversification, which primes us to navigate through market volatility.