A Concentrated Portfolio of Best of Breed Companies.

Our equity investment process begins by identifying themes in the markets that we believe offer unique opportunities for growth or preservation of assets. We seek out securities with a unique story that fits one or more of our themes on multiple levels.

Characteristics include:

  • Strong management, growing cash flow, attractive balance sheet, competitive advantage
  • Undergoing positive change/improving ROE
  • Good companies experiencing short-term difficulty

Unlike commingled investments, we have no stated limitations and can respond nimbly to market changes.