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Congratulations Medallia!
Our Principles
1
Enduring Partnership

Commitment. Continuity. Compounding. The bedrock of Heritage.

2
Downside Protection

Disciplined investing is the best risk management.
Successful compounding comes from minimizing downdrafts.

3
Alignment

We like partners that make money when our investors do.

4
Singular

We aim to do one thing well. We look for partners that do the same.

5
Compact

Small teams make the best decisions.

6
Nimble

Adaptable teams with wide mandates drive outperformance.

7
Family

Relationships matter. We consider our partners family.