News & Insights

Investor Letters:

Heroes

December 2020

On the amazing power of human ingenuity, entrepreneurship, and individual initiatives.

Debasement

June 2020

On why Central Banks’ policies guide our focus on quality and pricing power

Humans

October 2019

On why robots and passive investing generate stock picking opportunities

News:

December 2020 - 2020 Nominated for Best Global Equity Fund under $500M (EuroHedge)

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