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

The Election, Fed, Global Economies and Inflation
US elections took place last week. Republicans held on to the Senate while the Democrats took control of the House, as anticipated. The global markets rallied until Thursday when the... Continue reading
Follow Buffett’s Lead
We were going to title this week’s blog “What’s Wrong With a Strong Economy (especially if inflationary pressures were contained)?” until we read Berkshire Hathaway’s third-quarter filing. Buffett purchased nearly... Continue reading
Time To Pause
The financial markets fear an overzealous Fed looking in the rear-view mirror rather than the windshield. The Fed’s mission is to promote non-inflationary growth. Maybe it is time for them... Continue reading
Midcourse Adjustments
It behooves you when living in a VUCA (volatile, uncertain, complex and ambiguous) environment to be open-minded and make midcourse adjustments while not altering your long-term view unless needed. You... Continue reading