Quality is the North Star
that guides everything we do: what we invest in, how we go about it, and the relationship with our investment partners

Confidence to act on conviction
balanced by humility to
admit a mistake and
course-correct

Collective patience of the portfolio manager and our investment partners allows us to focus on the long-term, which creates a durable competitive advantage

Cross-discipline reading creates an analytical latticework of
mental models that
leads to stronger
long-term results