We see global human progress as an equity opportunity. Advancements such as economic development in emerging countries, increasing global energy demand, and innovative solutions for living and doing business, all have the potential to transform our world in countless ways. We’ll do the legwork so you have the opportunity to profit from that transformation.
We may have an optimistic vision of human progress, but our investment process is steeped in tradition. Our exhaustive primary research allows us to build a portfolio of companies whose operations, cash flow and returns we understand thoroughly.
Physics. History. Geography. These are not fields generally associated with investing, but they do produce disciplined and intellectually curious minds. We hire what we believe is the best talent, coach them in our methodology, and foster a collegial atmosphere where they can share and challenge ideas. The results speak for themselves.