We’re a small, friendly, dedicated team determined to do the best for our private and institutional investors every day.
We think and care deeply about what we do and believe in the business model we’re building. We take our responsibilities to our clients’ wealth very seriously. We are constantly looking for opportunities to generate attractive long-term returns without taking undue risks.
Our portfolios aren't huge, but are carefully chosen. We believe in quality over quantity every time. We follow a select group of companies extremely closely, conducting thorough evaluation work and scouring accounts for clues and potential warning signs. Our preference is for businesses that have few physical assets, and can generate a good return on capital indefinitely.
And our holy grail is compound interest, described by Albert Einstein as “the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it."
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