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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 Three-Part White Paper Series on Evolutionary Investing.  Click here