• We believe in relationship-based management – we can only provide value to the extent that we understand our clients’ needs.
  • We believe in transparency – maintaining unencumbered lines of communication is vital to our mutual success. We’ll call a spade a spade.
  • We believe that integrity must inform our decisions.
  • We believe that preservation of capital is of paramount importance.
  • We believe in the balanced temperament – consistent investment management requires an even-keeled approach and disciplined execution.
  • We believe in opportunistic investing – we won’t force an idea that doesn’t hold water, but we also won’t hide from a chance to capture value.
  • We believe in taking time to think independently – the world is constantly changing, and our ability to observe those changes requires intentional consideration.

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