We believe results derive from process, and process is driven by philosophy.

We can’t generate superior returns by investing with the crowd. We strive to be different in four key areas:

Learn about our strategy here.

Ownership Mentality

Each position we hold is a fractional ownership interest in a business, and we will think and act like owners.

Attitude Toward Risk

We view risk as the potential for permanent loss of capital, not short-term market volatility.


While it may be more comfortable to follow the crowd, we choose to independently pursue superior long-term returns.

Long-Term Perspective

We believe the ability to be patient and allow capital to compound is an extremely powerful advantage.