Strategies & Capabilities

Fundamental Growth and Core Equity


Our Expertise


Why Us?


Our investors seek the long-term risk and return characteristics that only a specialist, high conviction fundamental manager can provide.


Investing Like Owners, Not Traders


Seasoned Team With A Singular Focus


Robust Investment Process


High-Conviction Portfolios


Boutique With Backing


The Three Pillars of Our Philosophy


1
Quality

2
Sustainable Growth

3
Reasonable Valuation

Quantifying Our Confidence



Research Process



Our Team


Fundamental Growth and Core Leadership Team



Our Latest Thinking



Contact Us


Disclosures