Our highest conviction ideas are selected for this research-focused approach that identifies what we believe are best of breed companies with a sustainable competitive advantage and growth potential, trading at what we believe are attractive valuations.
- Long-term investment approach emphasizing high quality, best of breed companies and consistency of performance
- Disciplined process from which our experienced team does not deviate
- Rigorous research to develop deep knowledge of portfolio companies
- High conviction, focused portfolio with diversified sources of alpha
- Broad universe of potential investment opportunities
- Established risk-adjusted returns