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Principle I

Invest In Great Businesses With A Margin of Safety

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The 4 Pillars Of Identifying Great Businesses

Economic High Ground

Businesses that occupy the economic high ground have managed to become the dominant player in an industry. We test for this by analyzing a company's historical financial statements, rather than allowing management's commentary to influence our judgment. 

We let a dozen long & short-term financial metrics such as Return on Invested Capital, Operating Margins, and Long-Run Earnings Growth show us whether a business has a proven track record of being best-in-class.


Meet Your Team

Over 30 years of combined investment management experience at your fingertips. 

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