Strategy

We never stop looking for opportunities.

We spend our time out in the market, listening, and proving up strategies. We are focused on framing value, downside risk and embedded optionality. 

You’ll hear about the attributes of an opportunity, the results of research. You won’t hear us talk about being smarter than the market. We continuously seek insight and time-tested advice. 

Our track record is the result of valued relationships with investors, enthusiasm for finding good investments from any source, a compulsion to see opportunities and markets in-person, and an alignment on performance.