Our core values drive our investment strategy and our company’s culture.

We invest in businesses with management teams that share our values.

Integrity

Charts, technicals, momentum, and algorithms dominate the equity markets. And, we deal in an industry largely incentivized by self-serving short-term profits. Our main motivation is to build long-term generational wealth for like-minded investors.

Transparency

Teamwork, trust, and a shared mission and vision, are at the center of our company’s culture. We strive to be open with each other and our investors to create a transparent organization, both inside and out.

Humility

Hubris can be the pitfall of a sound investment. While we strive to build an elite team and culture, we know it is impossible to know everything. Humility keeps us from falling victim to biases and complacency.

Integrity

We deal in an industry dominated by technical traders and index investors, largely incentivized by self-serving short-term profits. Our main motivation is to build long-term generational wealth for values-aligned investors.

Transparency

Teamwork, trust, and a shared mission and vision are at the center of our company’s culture. We strive to be open with each other and our investors to create a transparent organization both inside and out.

Humility

Arrogance is enemy of a sound investment. While we strive to build an elite team and culture, we know it is impossible to know everything. Humility keeps us from falling victim to biases and complacency.

“Investment is most intelligent when it is most businesslike”

Benjamin Graham