Values matter. We approach our work, our partners, and our clients with...
- Rational Optimism: We are optimists about the power of innovation to drive progress. We ground our optimism in the rigor of deep analysis.
- Humble Confidence: Confidence is built through in-depth research and inquiry. Humility is an important check on over-confidence.
- The Power of Simplicity: We look for ways to simplify and reduce complexity. Complexity is common in our industry, simplicity is rare.
- Persistent Exploration: We believe direct experience and observation lead to knowledge. We get out in the field and explore to develop new investment insights.
- Straightforwardness: Straightforwardness is saying what you think and believe. This is the foundation of constructive dialogue and intellectual integrity.
- Helpful Attitude: We look for opportunities to help our clients and teammates. Everyone has unique talents and contributes to client success.