A premier independent advisory house with a distinguished track record of investing, managing, and developing "world class" businesses.

• Investment House

  
  Focused on Strategic Management of Capital

• Excellence in Investing

  
  Seek opportunities where markets are not efficient

• Defensive Investing

  
  Value investing striving for superior returns with priority in capital protection

• Asset Allocation

  
  Disciplined portfolio management framework

• Proprietary In Depth Research

  
  Top-down, bottom-up approach for investment opportunities and security selection

• Commonality of Interests

  
  Based on integrity and transparency