In our experience, focusing on the fine print and capturing nuance separate the exceptional from the average.”
I admire iconoclasts, and am inspired by the desire, creativity, and boldness to create new paradigms. We try to execute that mindset by continually challenging priors and biases to explore whether opportunities exist to do something better.
We strive for simplicity. Simplicity is hard. It requires significant work and mastery to strip something difficult down to its essence. However, the insight gained by that discipline is invaluable, and leads to robust, flexible approaches.
Details matter. In our experience, focusing on the fine print and capturing nuance separate the exceptional from the average.
We analyze issues as an asset owner. Having our own capital at stake drives both our risk management and our opportunistic framework, and enables us to avoid the asymmetries endemic to detached, arm’s length advisers.
We endeavor to make our communities better. We ascribe to the maxim that strong communities, both small and large, redound to the benefit of all.