Our investment philosophy is made of simple yet profound principles.
This is especially true in a low return environment. Delegate keeps a watchful eye on every expense.
GREAT IDEAS CAN COME FROM ANYWHERE.
Some of our best returns are often the result of independent thinking or conversations we have with our clients.
PATIENT BUT FLEXIBLE CAPITAL IS KEY.
Keeping your portfolio on a steady path while maintaining the ability to react when opportunity arises is fundamental to long-term success.
THERE IS NO RISK LIKE NOT UNDERSTANDING RISK.
We constantly work to identify and understand risk factors that can lead to permanent impairment of capital.
COMMON SENSE SHOULD BE MORE COMMON.
Investment ideas have to make intuitive sense. If something doesn’t add up at the beginning, it’s probably not going to add up later. And if it sounds too good to be true, it probably is.
KNOW WHEN TO WALK AWAY.
It takes a disciplined approach to harvest gains and abandon losses when things have run their course or have changed materially. To our Investment Team, knowing when to make the right move is important.