Quarterly Update
Watch the investment team recap this quarter.
Note: Filmed in July 2022
ABOUT THIS FUND
This Fund seeks to generate capital appreciation by investing in companies with durable business models whose stocks are trading at a significant discount to what we believe is their fair value and whose value is expected to grow over time. We seek to accomplish this by selecting stocks from a broad opportunity set to construct an all-cap portfolio that is intended to be uncorrelated to the broad economy or market.
WHY INVEST IN THIS FUND
Independent Thinking
Leveraging our deep fundamental research, we apply independent thinking to a broad opportunity set to identify companies trading at a significant discount to intrinsic value and capable of compounding growth over a long duration
Differentiated Portfolio Construction
We seek durable companies where the business model is misunderstood, assets are undervalued or growth trajectory is underappreciated by the market to construct a concentrated all-cap portfolio with differentiated sources of returns
Diversifying Equity Asset
With a broad opportunity set, differentiated sources of return and diversification across market cap and style, the portfolio may serve as a diversifying equity asset not tied to the index or broad economy
RATINGS AND AWARDS
AN UNCOMPROMISING APPROACH
Equity markets may shift.
Our focus never does.
