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.

Learn about our Philosophy

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

Responding to Change, Again!
The financial markets continued to rally big time last week as global tensions eased with the United States and China making meaningful conciliatory gestures.   Specifically, Trump postponed the imposition... Continue reading
Investment Committee Webinar
We are looking forward to holding our inaugural “Investment Committee” webinar on Monday, September 16, 2019, from 8:30 am – 9:15 am EST.   We will begin the webinar with... Continue reading
Hope Springs Eternal
Global tensions ratcheted down this past week which led to rallies in all financial markets, a slightly steeper yield curve, a decline in the dollar, and higher commodity prices except... Continue reading
The Great Refinancing Cycle Is Upon Us
All we keep hearing is that the precipitous decline in our interest rates means a dramatic economic slowdown/recession is on the horizon in the U.S. Nope! Au contraire. Our longer... Continue reading