We are contrarians. Our compass bearings are slightly Southwest 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, it is made with our complete confidence—meticulously vetted by our eight investment criteria.

Opposed to the majority. This is where our passion and portfolios collide, as we seek to connect long-duration investors 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 we see lacking in the investment markets.