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

Stay Focused On the Longer Term
Despite excellent domestic economic conditions, a hike in projected future S&P 500 earnings reaching $180 per share by 2020, and unusually low interest rates with accommodative monetary policies, the US... Continue reading
Still Playing the Long Ball
Quite a week! Trump left the G-7 meeting without signing off on the communiqué creating tensions with our long-term partners. Kim and Trump reached a deal on the denuclearization of... Continue reading
Buffett and Dimon Play the Long Ball
Warren Buffett’s and Jamie Dimon‘s editorial in the WSJ, followed by their interview on CNBC on Friday, was another great learning experience from the best of the best for those... Continue reading
We’re Only In The Sixth Inning
There is no one better to ask than Warren Buffett about investing. The same can be said for asking Jamie Dimon for his perspective on the global economy, the financial... Continue reading