Commitment. Continuity. Compounding. The bedrock of Heritage.
Disciplined investing is the best risk management. Successful compounding comes from minimizing downdrafts.
We like partners that make money when our investors do.
We aim to do one thing well. We look for partners that do the same.
Small teams make the best decisions.
Adaptable teams with wide mandates drive outperformance.
Relationships matter. We consider our partners family.