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Investment discipline, built to endure.
Investment Discipline.
We invest your capital in a select number of remarkable companies that trade at a fair price relative to market conditions.
Companies that meet all of our principles are extremely rare. This is why across the ~4,000 publicly traded companies in the United States, we can only come up with up to 30 businesses that we feel comfortable owning in our strategies for at least a year, but preferably forever.
Stock Selection Rooted In Rigorous Research.
Our investment professionals have decades of experience managing equity portfolios at some of the largest asset managers in the world. They will do the research and manage each strategy so you can focus on what matters to you.
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Our investment process helps us acquire best-in-class companies relative to the stock market.
Why settle for less?


Meet Your Team
Over 30 years of combined investment management experience at your fingertips.


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