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Independence of Thought

If you are interested in investing with us or learning more, please connect with us here.


1. Investing is contrarian at heart. We seek to own companies before the crowd and exit when the crowd insatiably demands them.

"The intelligent investor is a realist who sells to optimists and buys from pessimists."

-Benjamin Graham

2. In a world of short-termism, a long-term mindset can be our greatest edge. 

"Patience can produce uncommon profits." 

-Philip Carret

3. Financial markets are living, breathing entities that require dynamic reassessments. We do not rest on our laurels.

"In investing, what is comfortable is rarely profitable."

-Robert Arnott

4. A broad universe is a competitive advantage. We invest where our research takes us rather than limiting ourselves to specific styles, sectors, sizes, or geographies.

"There's always a bull market somewhere." 

-Overheard on Wall Street