Systematic rigor. Experienced judgment.
No compromise on either.
Long-term, quality-focused equity investing for accredited investors.
20+
Year track record
>25%
Partner capital as % of AUM
10-15
Concentrated positions
750+
Companies scored hourly
How We Invest
We combine three decades of investment judgment with a proprietary, AI-assisted factor model to build concentrated portfolios of the world's highest-quality businesses.
Our proprietary model scores hundreds of companies daily, identifying the rare intersection of high quality and attractive valuation. Only the highest-conviction opportunities advance to the final stage, where our team applies the judgment no algorithm can replicate.
“Every dollar of our own capital is in this Fund. We don't ask investors to take risks we won't take ourselves.”
“We do not choose between man and machine. We use both, where each is strongest.”
What Sets Us Apart
Quality First
A proprietary scoring system measures quality across multiple dimensions — applied rigorously across hundreds of companies every day.
Concentrated Conviction
10-15 positions. Every holding earns its place through quantitative and qualitative screening. No index-hugging.
Aligned Interests
Partner capital exceeds 25% of AUM. We invest alongside our clients and are personally incentivized to minimize every dollar of unnecessary tax drag.
Interested in learning more?
We welcome conversations with qualified investors who share our long-term perspective.
Get in touch