We are an independent, partner-owned investment firm whose focus on capital preservation and stable, long term returns comes from the fact that our own families are among the firm’s largest investors.
Based in Toronto, Ontario we offer Canadian resident clients the opportunity to invest alongside us, via separately managed accounts and pooled investment vehicles, in three core investment strategies:
Have significant personal capital invested in every strategy we manage.
Understand our clients’ needs and always serve their interests first.
Communicate clearly, openly and frequently.
Concentrate our efforts in areas where active management can add value.
Be high conviction value investors who are mindful of capital preservation.
Think and act differently from the average investor.
Stay disciplined and follow our investment process when buying and selling.
Love what we do every day.