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Investment Philosophy

​​Trust and Integrity

First and foremost, we are a fiduciary. We do not compromise our ethical standards.

​Constant Re-evaluation

We believe in regularly re-assessing our investments and themes to ensure that we are sufficiently evaluating opportunities.

Portfolio Context

No one manager is indispensable; diversification is an effective risk management tool, not a by-product. 

Fundamental Analysis 

Transparency is non-negotiable. We turn data into actionable information in a rigorous, systematic way.

Investment Structure

Structure has a crucial risk management function. Fees matter - we understand what we are paying for.

Performance 

Intellectual honesty is important; we must ask ourselves whether or not an opportunity is really working. Sector Specialists are held accountable for their results.​