Strong performance is rooted in a sound investment philosophy, independent research and a disciplined process.
OUR INVESTMENT PROCESS
Our investment process is our compass in a confusing and volatile world, and it allows us to generate returns in a consistent and repeatable manner.
RISK MANAGEMENT AND CAPITAL ALLOCATION
We exit or trim positions when we believe that our investment thesis is flawed or has changed, or when holdings have reached our pre-defined target prices.
We allocate capital to those situations that represent the best risk/reward opportunities, and will rebalance the porfolio as necessary to ensure attractive risk/reward at the portfolio level.