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

“Get On Board Or Get Run Over”
“Get On Board Or Get Run Over” Spoken like a true diplomat, NOT, but those were the words spoken from our President this past Thursday at his first press conference.... Continue reading
Free and Fair Trade
“Free and Fair Trade” Those were not the words out of Donald Trump’s mouth but were spoken by Prime Minister Abe during a joint press conference Friday after the initial... Continue reading
Trump and America’s Position On the Global Scene
This is an email Bill wrote in response to a foreign investor who was worried about President Trump and thought he might be impeached in two years. We thought his... Continue reading
Not Just Campaign Rhetoric
If you haven’t noticed, Trump is addressing each of his campaign promises, which is both refreshing and novel to see for any politician, let alone Trump. He began with addressing... Continue reading