Investing clearly.

We define value as the point on the risk continuum where the benefits of taking on additional risk begins to yield diminishing marginal returns. Understanding moats is key to calibrating that point with a reasonable margin of safety.

Our status as an OWNER-MANAGED business specializing in equity investment management, creates a superior enabling environment within which to deliver discernible value to our clients.

Our Offering

We offer two distinct investment strategies; both of these are offered to insititutional and individual investors.

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Quarterly Market Report

We offer insights into fund positioning and our take on the likely future market activity.

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