The investor who buys good businesses when the market is skeptical and has the patience to let their gains compound has an opportunity to experience uncorrelated and unusual capital returns at advantaged tax rates.

With the the expectation of holding investments for long stretches, we undertake rigorous research into companies, their management and their industries.

This fundamental due diligence is driven by prior experiences as a reporter, private investigator and over a decade as a sell side analyst (CSFB and BMO Capital), applied to under-followed areas of the market.

Our idiosyncratic approach is for investors who appreciate deep research, sound reasoning, high integrity and seek an alternative to mass market indexation.