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

Buffett and Munger Are Licking Their Chops
The financial markets have been under immense pressure ever since Trump announced that he would be raising tariffs to 25% on the initial $250 billion of Chinese exports to the... Continue reading
Playing the Long Ball
The global financial markets are being held prisoner by rising trade tensions, primarily between the United States and China. While both countries feel, but to differing degrees, that they can... Continue reading
Investing in a VUCA World
We were clearly surprised by Trump’s tweet last Sunday informing us that he was raising tariffs to 25% from 10% on the initial $250 billion of Chinese imports as well... Continue reading
Don’t be Swayed by “Sell in May and Go Away!”
Are you a trader or an investor? Ask Warren Buffett, the greatest investor of our lifetime, why he believes in buying and holding as do we unless there is a... Continue reading