Investment Management

• Inherent in our process is the belief that certain pockets within the public markets are not always “efficiently priced”

• Our process drives a deep understanding of the narrative that creates a “mispriced” opportunity

• Embedded in our approach is a belief that the avoidance of loss, through the “margin of safety” inherent in buying “at a discount,” plays a large role in prudent, effective wealth compounding

• Over three decades under continuous refinement

• Demonstrated long term success in generating effective absolute returns as mispriced securities become more appropriately valued over time