Advanced AI models screen thousands of companies for value opportunities
Experienced investment professionals with decades of market expertise
Consistent outperformance through disciplined value investing principles
Comprehensive risk assessment and portfolio management strategies
Consistent outperformance through disciplined value investing and AI-enhanced analysis
Stay informed with our latest analysis and market commentary
Recent earnings season demonstrated remarkable resilience in the technology sector, with 78% of companies beating revenue expectations despite macro hea...
Recent Federal Reserve communications suggest a more cautious approach to rate cuts, with policymakers emphasizing data-dependent decision making. This shift...
As we enter the final quarter of 2024, markets face a complex landscape of opportunities and challenges. While AI-driven productivity gains continue to support tech valuat...
Our team combines decades of investment experience with innovative approaches to identifying and managing long-term value opportunities across global markets.
Operations Director & Chief Compliance Officer
12 years of experience
Managing Partner & Chief Investment Officer
15 years of experience