We are business owners and not stock speculators

 

We seek to generate long term returns through investments in a portfolio of franchise companies, purchased with a margin of safety

 

We become experts in select business models and industries

 

We apply a distinctive and nuanced lens to the marketplace, which allows us to participate in unique situations and opportunities

 

We are structured for the long term, and do not get distracted by the day to day and short term “noise” of the benchmark driven market