A global portfolio of 10-15 quality growth businesses for the long-term

We invest in some of the world’s best businesses, following our disciplined and time-tested investment process. With only 10 – 15 companies in our portfolio, we own companies with durable competitive advantages, resilient earnings, financial strength and seasoned management teams. Our purchases are made at a discount to our assessment of fair value, providing our investors both a margin of safety and upside potential.