Overview

Every day, you are engaging in small, subconscious acts of investment management. With endless tasks and a limited amount of time available, managing how you invest your time helps ensure you are making the most of the hours you have.

But have you been managing your investments effectively?

We believe that your investments should be tied to your planning goals and therein the investments should give you the highest probability of success. Also, we believe prudent investors should be adequately compensated for the risks they assume. They should be positioned for a reasonable probability of success relative to their goals and should not be exposed to potentially avoidable catastrophic risks.

Therefore, we only invest in quality managers and businesses with a proven record of success. We mandate that the investments have a well-defined strategy with a history of disciplined execution.