What we do

The firm employs a fundamental and special situations investing approach, dedicated to seeking non-correlated, asymmetric returns. The firm’s investment strategy is driven by research intensive value-oriented investing and a long-term focus. The portfolio is built on high-conviction investments across asset classes and regions.

Modern house with wooden exterior and stone stairs, set in a mountainous landscape with grassy hills and snow-capped peaks in the background.
A modern wooden house on a hillside with a large body of water and mountains in the background, and trees in the foreground.

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