Fundamental research
Analysis of the fundamentals behind each opportunity.
Portfolio and investment management
Research first. Conviction second.
We are developing an investment management division focused on public equities, commodities, and other financial market opportunities.
Our approach
Four principles behind the strategy.
High conviction
Identifying the opportunities we believe in most.
Active management
Actively managing the portfolio as conditions change.
Disciplined risk
Assessing risk with discipline throughout the process.
Areas of focus
What the division looks at.
- Public equities
- Commodities
- Other financial market opportunities
Over time
We intend to develop this division into a more institutional investment platform, pursuing long-term capital appreciation.
This page is for general information only. It is not an offer to sell, or a solicitation of an offer to buy, any security, fund interest, or investment advisory service. Investing involves risk, including the possible loss of capital. See our disclosures.