OUR BELIEFS
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
