Seeking exceptional returns through concentrated investments in lesser-known value stocks.

Exceptional returns are best achieved by moving away from the pack. As contrarians, we are comfortable being different and making concentrated investments in often, lesser-known names.

Understanding risk of loss is critical to each investment; strict downside limits help minimize losses.


We seek to invest in good management teams that know how to properly allocate capital.

Our Strategies

The same value philosophy and process, different risk profiles. Two Strategies with significant stock overlap (~25 stocks firm wide)