Our Mission is to deliver alpha via a high performance investment organization which attracts superior talent with significant expertise, extensive relationships, and demonstrable success in planned investment strategies.

In addition to being successful investment managers we must also be equally successful business managers. Therefore, our focus is to continue building an infrastructure to support a conservative risk- controlled investment approach.

Our goals:

  •  Employ a disciplined, risk-controlled investment approach, focusing on fundamental analysis and due diligence
  •  Capitalize on the extensive experience of the Principals, researching and evaluating financial statements and documentation, and building businesses
  •  Establish a cohesive, energetic, creative, and professional organization to attract and retain exceptional talent
  •  Opportunistically deliver alpha via core portfolio, trading, and special situation/catalyst driven strategies