meet the team behind
INVESTMENTS

 
 
 


INVESTMENT PRINCIPLES
 

know THE ENVIROnMENT

Capital is allocated in accordance with analysis of the global economic landscape.

identify OPPORTUNITIES

Diligence unclouded by emotion often reveals value overlooked by consensus.

manage RISK

Risk must be compensated by excess return or diversified away.

focus ON THE LONG TERM

Catch the cycles, not the turn, and chart a sustainable course.