We are long-term oriented by nature.

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We are a value investment firm founded on the simple principle that a focused investment strategy and a long term attitude – particularly when applied to areas overlooked by the broader market – yields attractive, compounding returns to patient investors. We enjoy our relationships with like-minded investors and view them as our partners in long-term wealth creation.


We believe success is the culmination of many small wins, one after the other.

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It Works!



Value Investing is a time-tested method that relies on logic and hard work to identify attractive investment opportunities. In practice, our approach entails:

- Rational, independent, flexible thinking

- Relentless focus on understanding businesses and assets, not on outsmarting the market

- Determination to seek out opportunities, often in pockets of the market disregarded by mainstream investors

-  Flexibility to invest outside of public equity markets


Our Services

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What Is a Fiduciary?

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Weekly Dispatches

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We recognize that building something of value takes time and hard work.

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Learn about our flexible investment options


Meet Our Team


Read our recent letters to investors & discussion notes