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Fundamental

We take a fundamental approach to investing - focusing on profits, competitive advantage, corporate strategy, and the sustainability of business models

Long-term

Our long-term time horizon allows us to ignore the noise and focus on what really matters - investing in high quality businesses for the long-term

Concentrated

We only invest in the highest quality companies and opportunities - we don't dabble, we invest with conviction

Temperament

Investing is a psychological game - our temperament is one of patience, rationality, and intution - the key ingredients for investment success

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