What We Do ?

A three-legged stool approach to finding great stocks to invest in

We seek to invest in companies with the following characteristics:

  • Quality Business
    • Companies with competitive advantages, durable business models, sustainable free cash flow generation and high returns on invested capital
  • Quality Management
    • Management teams that have a track record of success, are good stewards of capital, and are committed to increasing shareholder value
  • Attractive Valuation
    • Stocks that are trading at a discount to their intrinsic value