Strategieswhat we do

We manage five investment strategies, all rooted in our core philosophy of investing in good businesses at attractive prices and owning them for long periods of time. We are fundamental, bottom-up investors and believe the rewards from investing come from owning, not trading. Across all of our strategies we take the long-view and purchase companies we believe can weather volatile economic conditions better than their peers and grow their intrinsic value during economic expansions.