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We invest in management teams with long-term proven track records. We enter positions at counter-cyclical times that have built-in inflation hedges.


Significant time is spent studying the macro environment, meeting with management, delving deeply into public documents, and asking informed, reasoned questions to get at the heart of the opportunities and risks.


While we generally take long positions, we will short equities where we feel management operates at a disinterest to shareholder's, or where we believe their strategy is faulty.

We prefer teams with significant equity stakes in their company.
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