Company Values
To focus on safety of principal without sacrificing returns
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Client Service
- To be forthright with clients about our opinions
- To keep the identity and nature of every client relationship completely confidential
- To respect each client’s unique situation and preferences
- To make money for our clients by assuming appropriate, well-reasoned risks
- To only accept clients with whom we are the right fit
- To honor the trust that clients put in us through action, availability and service
Investment Process
- To exercise patience continuously
- To know our limitations and stay within our circle of competence
- To avoid big mistakes
- To be aware of the false precision of computer models
- To maintain our objectivity and minimize biases
- To not be a closet benchmarker
Business operations
- To always put our clients’ interests before our own
- To charge a competitive fee for our services and to add value far beyond our fee
- To employ the best, most experienced and thoughtful people
- To keep our overhead at a manageable level and reinvest in resources that benefit our clients
Business Goals
- To keep our business simple
- To grow through continuous reputational enhancements
- To be the best advisor, not the biggest
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