Investment Research & Process

The firm’s Research Associates concentrate on fundamental financial statement analysis which allows us to avoid becoming swept-up in the market-hype that occasionally surrounds popular investments, and instead focus our efforts on understanding businesses and their intrinsic value.


The firm’s investment process emphasizes long-term return potential with each of the businesses in which we invest, and as such, we focus on developing a thorough understanding of each prospective investment before we commit capital. Our investment process includes reviewing historic reported financial statements as well as engaging senior management of the company in dialogue to more completely appraise vision and leadership.

We invest in companies of all sizes, across industries, and geographies, seeking to understand the business fundamentals and those people responsible for creating and executing its business strategy. We are well positioned for this, with Research Associates located globally allowing nearly 24/7 analysis activity.


Once we have developed a thorough understanding of the business, processed all of the available data, and committed capital, our investment process does not stop. We update and reconfirm our reasoning for each of our investments on an ongoing basis. We also continue to communicate with senior management and other institutional investors that own the same security for as long as we hold an investment.


The simple formula our clients just love!

It may look simple, but our team are rigorous and consistent in their approach and always deliver.