Guiding Principles

Our Purpose

To build a firm that lasts, our people, process and principal must serve our investors’ best interests at all times. “Investors First” is the essence of everything we do.

Our Culture

We strive to be excellent investors and even better fiduciaries. We value:

  • Innovation, creativity, and careful thinking
  • Robust, respectful debate in seeking the best outcome for our investors
  • Listening, challenging conventional thought and research
  • Clear, direct communication — stated simply, openly and delivered in a timely way