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

Cautious Optimism
Cautious optimism was the catch phrase of the week for the BOJ, ECB and corporate managements on second-quarter earnings calls. Monetary authorities are puzzled and concerned that growth forecasts have... Continue reading
The Goldilocks Economy And Financial Markets
The pundits/naysayers are at a loss for words as the global stock markets continue to confound them as they march upwards. The global economy is surprising the experts too, as... Continue reading
Taking Away the Punch Bowl
Now that the global economies appear on sound footing as growth has accelerated nearly across the board, the discussion within the financial community, governments, businesses and the consumer is how... Continue reading
Stay Disciplined
Proper investing is a skill set built on years of experience and learning not only from your successes but also just as much from your mistakes. The reason that I... Continue reading