Investment Philosophy

• We are value investors. We invest one company and one security at a time.

• We aim to generate strong returns in absolute terms and relative to comparable benchmarks without taking commensurate risk.

• Our primary concern is preservation of capital.

• We seek to identify excellent niche opportunities, assess the best way to approach the opportunity, and implement that approach with the most qualified professionals.  

• We seek to form long term relationships with a select group of like-minded clients.