We are value oriented capital allocators whose aim is to maximize the societal benefits of capitalism. We believe that with proper structuring of incentives, capitalism is the optimal vehicle for human advancement. We seek opportunities that provide high excess capital returns in order to further our objective of finding and funding value.
Our execution is guided by our strengths in the quantitative realm and our belief that knowledge can light the way through an often unpredictable and volatile world. We follow in the investment principles advanced by Warren Buffett and Charlie Munger: we seek businesses with high barriers to competition, excess returns on capital, and a deep commitment to owners.