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, the approach we teach relies on being able to create actionable ideas from the synthesis and distillation of massive amounts of information.

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Our Values

Our investors and those who we mentor 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

Bill educates based on his experience of 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 and those who we mentor feel like partners. We provide total transparency, openness, and communication

Investment Committee Meeting (October 26th 2020)
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Looking Beyond the Wall of Worry
Markets hate uncertainty, but that’s about to change as we will soon know who will be President in a few weeks. We will know if there’s a new stimulus bill... Continue reading
Investment committee meeting 10.19.20
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World Awash with Liquidity
Global monetary bodies and government stimulus programs have added trillions to global liquidity that has not been used by the real economy. This excess liquidity has boosted risk assets while... Continue reading