One Philosophy, One Strategy, One team and One Location.
Identify only those few differentiated global businesses that offer predictable, sustainable growth over the long term.
Conduct deep company research with coverage by multiple analysts to enhance objectivity.
Include valuation as an essential element of growth stock selection; cash flow metrics best reflect reality.
Focus on a longer-term time horizon to take advantage of short-term inefficiencies and volatility.
Invest with conviction based solely on opportunity and not benchmark active weights.