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The Purpose-Built Partner for Principled Investors

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Why We're Special

  • We seek investments that produce unambiguous positive impact.
  • Our process is driven by intensive internal research. 
  • We are long-term investors with deep grounding in security analysis.

Process

Our process is our prime directive. It helps us evaluate opportunities consistently and coherently.

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Portfolios

Our distinctive, deeply researched portfolios are designed to help clients confront complexity with confidence.

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