Preserve Capital

We invest significantly alongside our investors in the same pooled fund. This eliminates all conflicts of interest of favoring one account over the next and places added emphasis on avoiding undue risks. We are here to make money but the guiding light is to preserve capital.

Ride the Momentum

Our portfolio is positioned for growth following one of the more successful investing strategies: momentum. This is where we combine comprehensive fundamental research with proprietary trading indicators to select the best investments at any point in the economic cycle.

Built to Last

We construct our portfolio from 30 – 50 stocks in a variety of sectors to offer better diversification and risk management. The majority of our investments are established, cash flowing businesses with strong balance sheets complemented with some earlier stage companies with meaningful prospects to add torque to our returns.