What Differentiates Us

Value Investing Discipline: We seek investments that combine high business quality, double-digit earnings growth, and valuation – our typical P/E ratio for new positions is below 10x

Differentiated Portfolio: We own small and mid-caps with a concentration in North American consumer stocks, financials, healthcare, and industrials – four sectors with structurally lower valuation multiples.

Data and Primary Research: Our research culture marries modern methods of alternative data collection and primary research with traditional long-term fundamental analysis