A fundamental, value-oriented, and idiosyncratic strategy investing in a concentrated portfolio of high-quality, overlooked businesses, with a long-term investment horizon.
What we do
Public Equities
Strategic Holdings
Private investments in public companies and opportunistic private equity, partnering with management teams and shareholders with a focus on stewardship and long-term value creation.
The firm also establishes co-investment vehicles from time to time to capitalize on specific opportunities alongside our core strategies.