U.S. Equities

A strategy for investing in U.S. companies that stand out, regardless of the economic environment.

A diversified portfolio consisting primarily of common shares of U.S. companies that have, in our opinion, a sustainable competitive advantage and that will stand out, regardless of the economic environment

  • Invest in high quality growth companies that are mispriced by the market
  • Focus on business models with high barriers to entry and build valuation focused investment theses
  • Avoid taking absolute and relative risks where we do not add value


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