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Goals
- We strive to deliver exceptional risk-adjusted performance over
time
- We seek to develop long-term relationships with our shareholders
and clients
- We aim to be an ethical leader in the investment industry
Objectives
- Performance is our primary goal
- We pursue a research-intensive process, resulting in a
disciplined investment strategy
- Hire the best people
- We seek curious individuals who challenge consensus, thrive on
adversity and possess a competitive spirit
- We value a sense of humor and humility
- Continuous improvement is a high priority
- Maintain a culture of teamwork and mutual respect
Core Values:
Create a culture of excellence and integrity
- Think long term ... always do the "right" thing
- Remember why people entrust us with their money
- Value our independence, entrepreneurial spirit and flexibility
- Know our weaknesses
- Encourage innovation and creativity
- Leverage our talent, resources and contacts
- Reward excellence
Investment Philosophy: Quality
Growth Investors
We believe:
- Capital markets are semi-efficient
- In-depth original research is a competitive advantage
- Reassessing each investment's risks and rewards will benefit
performance
We seek:
- Credible, capable management with a history of success
- Franchises with high recurring revenues, barriers to entry and
improving fundamentals
- Firms with expanding profit margins and ROEs
- Companies growing consistently faster than the overall market and
peers
- Attractively valued stocks relative to the overall market and peers
- Firms operating in favorable competitive environments
- Companies with shareholder orientation and transparent accounting
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