We have chosen certain guiding principles to inform our investment strategy as an organization with a mandate to produce wealth and long-term value while also concentrating on sustainability.

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● Capital preservation, adjusted for inflation, should be prioritized.

● Capital allocation decisions should be based on a thorough and systematic analysis.

● Commercial criteria should guide investment, management, and exit decisions.

● Holdings should be able to demonstrate that they provide tactical or variety benefits, as well as assist to threat results and total investment management goals.

● Through ongoing oversight and appropriate levels of participation, performance should be reviewed and analyzed on a regular basis.

 

We are devoted to adopting ethical practices in everything we do, as represented in our fundamental principles, and we want to be a trusted partner to our investment portfolios, independent investors, and other clients.