• 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.