Who We Are

The cornerstone of our philosophy is good stewardship of capital. As long-term investors we regard ourselves as shareholders of the company, not traders of share certificates. 

We focus on delivering long-term absolute return and adopt a conservative mindset in managing money. Preserving capital is as important as growing capital. 

Our philosophy leads us to run a high-conviction, concentrated portfolio. 

Market volatility is there to serve us, not to instruct us. 

Market indices do not affect our investment decisions.