No Lazy Money Allowed
We believe that our money should work as hard as we do. We will never let money be lazy. Underperforming investments have no place in our portfolio. Every dollar invested is for maximum return at a reasonable risk.

It’s All Starts With Solid Research
We uncover and unlock value by identifying great underlying companies and opportunities with untapped potential and room to run up. Or we identify companies ready to drop and use the appropriate strategies to capture profits on the way down. Our investment approach is based on a disciplined deep dive analytical due diligence that measures risk while identifying the keys for increased value creation.

The Smartest Way To Capture Value
We enhance potential return through the use of well researched and tested hedged position strategies and tactics. Our ultimate goal is to generate reasonable returns even if our directional assumptions are totally
wrong.

Balance Is Always Priority One
No one investment position, hedge, or strategy can always work forever. Diversification and balance in all investments classes, sectors, and areas is essential. We invest across industries in both established and growth oriented businesses all across the globe.

Balance Is Always Priority One
No one investment position, hedge, or strategy can always work forever. Diversification and balance in all investments classes, sectors, and areas is essential. We invest across industries in both established and growth oriented businesses all across the globe. Hedged stock positions, real estate, fixed income and targeted less liquid strategic investments such as early stage companies are all part of our investment portfolio.

The Process
We use a proven, agile investment playbook designed for up, down and flat investment environments. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work
— using cutting edge technology to validate and execute on timeless and universal investment principles. And be ready to leverage opportunities as they emerge while managing known and unknown risks.

Holistic Growth/Value Investing Approach
We strive for holistic investment growth using far-reaching all-weather strategies, identifying investment targets from large research pools and creating an evaluation framework that leans toward value with a reasonable risk to generate clearly defined outcomes. We invest in exceptional companies with stories and the numbers to support consistent, reliable holistic long-term growth.

Transformative Results
We strive to create value by investing in great core businesses where our capital, strategic insight, tactics, global relationships and technology can drive transformation. We define transformational results as significantly more than an investor could get with a risk adjusted balance S&P 500 ETF stock/bond portfolio.