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