Our Philosophy

We believe that investing, not trading, is the only way to create wealth; that time-tested fundamental investing, like Warren Buffett successfully does, works. As much an art as a science, our approach relies on being able to create actionable ideas from the synthesis and distillation of massive amounts of information.

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Paix et Prospérité

Our Values

Our investors are our partners and we treat them as such. Therefore, commitment to frequent and transparent communication and integrity are at the heart of our value system.

Significant Performance

Significant Performance

Significant absolute and relative outperformance over 35 years as CIO of major global funds including George Soros' Quantum Fund

Global Perspective

Global Perspective

Global perspective with an ability to understand the relationship and impact of major economic and political data points within a country and their impact across the globe on all markets

Guiding Compass

Guiding Compass

Core beliefs which serve as a compass guiding capital allocation, risk controls, liquidity and investments among all asset classes anywhere in the world

Value System

Value System

Value system where investors feel like partners with total transparency, openness and communication

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Our Team

We have engaged the best in class service providers for the mid and back office functions to permit us to dedicate virtually all of our time to the portfolio, research and our investors.

Explore our Heritage

Investment Committee Meeting 10.14.19
Bill Ehrman discusses his personal investment view on October 14, 2019... Continue reading
Is this an Inflection Point or a Pause?
We entered last week with great trepidation on many fronts and ended it with three simple truths: The U.S and China reached a ceasefire on their trade conflict A Brexit... Continue reading
Investment Committee Meeting 10.7.2019
Bill Ehrman discusses his personal investment view on October 7, 2019:... Continue reading
The Sky is Falling…Not!
The death of the U.S. economy and the stock market have been greatly exaggerated.   Our biggest concern remains business and consumer confidence. They both could be hurt by the... Continue reading