Overview

We are a boutique investment manager focused on fundamental analysis and portfolio management. Our firm is built for investment performance and risk management, as a result we have a high level of long-term client retention. We conduct all research in-house and manage a high-conviction, concentrated portfolio of equities.

Our investment approach is to own a collection of great businesses and acquire these businesses at a discount. We also capitalize on short-term market dislocations or special situations when opportunities arise (merger arbitrage and deep value opportunities). We think like a private equity firm, like we’re acquiring entire businesses. We are focused on the economic fundamentals and the inner machinery of the business.

We are interested in acquiring like-minded firms or individual books of business.

Last Activity
6 months or more

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