Creating Long-Term Value for Clients
We are an independent, Veteran-owned investment manager of long-only equity strategies. We are defined by a long-term focus which applies not only to our investments, but also to our client partnerships.
Identifying companies with industry-leading positions, favorable competitive environments, excellent management teams, and long-term value-generating capital allocation decisions since 2017.
Franchise Durability + Free Cash Flow + Accretive Capital Allocation = Value Creation
Our strategies are driven by our in-depth fundamental research focusing on sustained competitive advantages, cash flow generation, and sophisticated capital allocation. We diligently create proprietary long-term forecasting models for each of our holdings which allows us to identify undervalued opportunities through economic cycles.
“We eat our own cooking.”
– Warren Buffet
Similar to how we require strong alignment of incentives for the company management teams in which we invest, we are adamant around strong alignment with our clients’ success.
Proudly Veteran Owned & Operated -
Over 17 years of honorable Active Duty service by 2 of the 4 founding members.
Go Navy, Go Army!