We are contrarians. Our compass bearings are slightly Northwest of Wall Street, allowing us to unearth what we believe others fail to notice—undervalued, high-quality businesses poised for long-term ownership.
"Buying at the Point of Maximum Pessimism": When we act on an investment decision, you can trust it's made with complete confidence—meticulously vetted by our eight investment criteria.
Opposed to the majority. This is where passion and portfolios collide, enabling long-duration investors to connect with high-quality companies that exist on the road less traveled.
Scarcity creates value. Our missives, quarterly newsletters and media appearances bring to light intellect that is lacking in the investment markets.