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 Likes A Bargain
Do you believe that a 3.20% 10-year bond yield alters Buffett’s preference for stocks over all other asset classes? Not a chance! It’s not even close that bonds compete with... Continue reading
Global Rates Are Finally Rising
It is ironic that the financial markets are suddenly concerned with rising rates and steepening yield curves when the biggest fear all along has been flattening or inverting yield curves,... Continue reading
Investing Through Uncertainty
The hearings surrounding the nomination of Judge Kavanaugh to the Supreme Court as well as Federal Reserve Chairman Powell’s press conference remind us, yet again, that we live in a... Continue reading
Where Do We Go from Here?
The US financial markets rose to a new high last week while overseas markets rallied as well. The global tug of war is all about the impact of tariffs on... Continue reading