Investment Approach

CONcentration

Focus on identifying the relatively few businesses that possess the core characteristics and steady fundamentals that reflect the capacity to generate and sustain the creation of long-term shareholder value.

Thoughtful Risk Management

Seek the optimal combination of risk and return characteristics with low-levels of correlation between growth drivers and the most relevant market and economic factors to maximize risk-adjusted returns.

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Long-Term Perspective

Tune out the short-term noise and focus on the evidence, data and key insights that underpin our conviction in a company’s ability to sustain profitable growth, while retaining the discipline to take advantage of volatility and the patience to benefit from the long-term rewards of compounding.