We are value investors who seek to generate market-beating returns by making prudent and disciplined investments on behalf of our investors.
- Protect the integrity of investors’ capital
- Do not be afraid of contrarian thinking
- Prudence is paramount in taking on leverage
- Be patient with our investment decisions
- Seek a margin of safety with our capital commitments
- Seek out attractive investments around the world and across asset classes
- Integrate ESG Investing to seek to reduce risk
All of these principles add up to an investment philosophy that is value-oriented and responsible and one that we believe has the potential to create above-average returns for our investors over the long haul while limiting downside exposure.