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

Trump Tweets While the World Burns
Trump and his team just don’t get it! It’s their trade policy that is responsible for grinding global growth to a halt. Can you imagine business-planning: capital spending, hiring, and... Continue reading
Thinking Out of the Box
As we discussed in last week’s blog “Race to the Bottom” traditional means of stimulating economic growth are no longer working and are, in fact, backfiring from their real intent. ... Continue reading
The Race to the Bottom
Monetary authorities around the world are using an old playbook: lowering interest rates and the value of their currency in the hopes of stimulate growth in their region. Unfortunately, it... Continue reading
Global Uncertainty Trumps Lower Interest Rates
When will all the monetary authorities and governments realize that lower interest rates at this point won’t boost global growth? No one wants to borrow due to global uncertainty! The... Continue reading