Our investment mantra, “Marry Valuation with the Cycle,” captures the essence of how we manage money. Simply put, we believe that successful investing requires the combination of attractive valuation and a supportive operating environment.

We believe that bringing these two elements together puts the requisite emphasis on risk management and improves our ability to translate the value we identify through our process into tangible investment returns for our investors.

We make investments based solely on merit as prescribed by our philosophy and process; we do not manage money according to a benchmark or predefined indices.