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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.

See our Thought Pieces on Innovations, Evolutionary Shifts, and Secular Trends.  Click here