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

Past Is Not Prologue
Now that the first half of the year is wrapping up, it’s time to review what happened and more importantly, where we are likely to go over the foreseeable future... Continue reading
Market Fundamentals Versus Political Tensions
Each week the pundits are calling for a market decline, but internal dynamics are winning the battle and the markets continue to churn upwards hitting new highs. There are periodic... Continue reading
Monetary Policy, Politics and the Markets
The global economies continued to improve last week such that we heard from both BOJ and ECB that policy changes are afoot, signaling an end to overly aggressive monetary ease.... Continue reading
Teflon Markets
The global financial markets continued to march to new highs last week despite Trump’s problems, his withdrawal from the Paris Accord and his stalled agenda in Congress. What gives? The... Continue reading