Our Approach

Financial Analysis
& Investment

We believe buying a stock is buying ownership of the underlying business. We typically make high-conviction investments in a few special stocks. This allows us to do extensive research on each company before investing.

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Co-investment

We invest our own money alongside our clients' in every investment we make. We are a small firm who believes in quality investments and quality clients. If the investment is not good enough for us, you shouldn't be in it either.

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it's your money

Separately Managed Accounts

Separately Managed Accounts are safer, cheaper, transparent, and more tax-efficient than investing through funds. When you open an account with us, your account is held in your name at a third party broker-custodian.

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