Investment Management
Investing is Our Core
Our philosophy is simple: partner with great businesses, excellent management teams, and sustainable competitive advantages. We believe that long-term focused investing in high-quality companies will deliver superior results. Our institutional quality rigor is applied across public and private market opportunities.
Our Investment Approach
We add value to clients across a spectrum of complexity, tailoring our approach to meet your unique needs and objectives:
Core
We believe the foundation of every portfolio starts with a thoughtful approach to asset allocation that aligns with the long-term needs of the client. We then find the most efficient ways to express this view through low-cost ETFs and direct indexing strategies that provide broad market exposure while maintaining cost discipline.
Core+
For clients who benefit from enhanced opportunities, we provide access to best-in-class alternative investments and managers who are typically challenging to access as individuals. Our focus is on partnering with the best managers, not the biggest, ensuring our clients gain exposure to exceptional talent and unique strategies.
Bespoke
We execute a concentrated “best ideas” public equity portfolio designed for long-term owners of businesses. Drawing from our entrepreneurial background and deep fundamental analysis, we invest in high-quality companies with sustainable competitive advantages, excellent management teams, and attractive long-term prospects.
Private Investment
Beyond public markets, we source, underwrite, and manage private investments alongside our clients. These co-investment opportunities span multiple asset classes including real estate, reinsurance, and other specialized investments where our operational expertise and due diligence capabilities create unique value.
Our private investment approach reflects our core principle of alignment—we invest our own capital in every opportunity we present to clients, ensuring our interests are completely aligned with yours.