Trust

Trust is the underpinning of commerce. It is developed by placing the needs of others above your own, transparency, and creating outcomes at or above expectation.

We strive to continuously earn the trust of others while engaging with partners, managers, and investors whom we trust.

Ultimately, we bridge trust between investment managers and investors.

Gratitude

Life is a gift, and the privilege of investing for the future puts one in the upper echelon of humanity, as it demonstrates that all your basic needs have been met.

We work hard to take no good thing for granted. Human relationships are some of the most precious assets we have, and should be cherished.

We practice gratitude to strengthen relationships and to properly value the challenges and lessons that lead to sustained success.

Alignment

“I think I've been in the top 5% of my age cohort all my life in understanding the power of incentives, and all my life I've underestimated it.” - Charlie Munger

Alignment is paramount for achieving desired investment outcomes. We seek strategies where the alignment is worthy of our and our investors’ capital.

We lead research with an investment lens, and invest personally into the same funds as our investors.