Our investment philosophy is to own good businesses at attractive valuations.
We follow a five-step investment process, analyzing the universe of companies for
their fundamentals, financials, management, catalysts and ESG factors.
The primary source of risk management is at the individual security level. This
includes a detailed analysis of the probability of permanent loss of capital and
a rigorous five-step investment process.
We will sell out of positions based on quantitative and qualitative metrics.