1. We seek to act with integrity and always put our clients first
2. We are aligned with our shareholders
We manage our funds the way we would want our own money to be managed, we have a large portion of our investable net worth invested in these funds, and we are substantial owners of the firm.
3. We are independent
We are an independent, employee-owned and controlled investment management firm. We believe this is key to maintain a focus on investment along with consistency of philosophy and process.
4. We are investors first and foremost
We are firm believers in fundamental value investing and in our research-driven, bottom-up selection process. We seek to remain true to this investment discipline at all times and in all market conditions.
5. We are focused on the long term
Both as investors and as owners of a business, we always take the long-term approach. This is the best way we know to differentiate ourselves, create a successful organization, and build wealth and for our shareholders.
6. We are dedicated, passionate and committed
We work tirelessly because we are passionate about investing. We thoroughly enjoy researching businesses and finding investment opportunities. We plan on doing this for the rest of our lives.
7. We strive for excellence
We believe that our approach is unique and that our strategies offer better investment alternatives to investors. We are very competitively-minded and want to deliver superior returns while also minimizing risks.
8. We work together
We believe that the right individuals and experiences working together in the right setting can consistently deliver superior returns over time. We rely on teamwork and collegiality to maintain robust long-term performance.
9. We are a meritocratic organization
Our view is that investing is output-based. Shareholders expects us to deliver superior returns and will reward us with their trust for doing so. Similarly, we promote and reward team members based on contribution to performance.
10. We are community minded
Going forward, we want to share the success of the business with our communities.