Why Now?

Investment strategies that excelled because of declining interest rates and rising multiples will be challenged going forward. Investors are going to need to find something different.

We are different.

We are prepared.

Over the last 6 years we have methodically established positions in companies that we believe will thrive in an inflationary environment. Today we are nearly fully invested in our high conviction ideas.

We seek to partner with investors who embrace the road less travelled, but don’t necessarily have the time or resources to effectively do it themselves. Set up an appointment to discuss how we can make a difference in your investments.