Principles

VALUE

Seeking and offering value extends to our investment strategy, the service we offer clients, and obtaining value from our service providers. We reflect this principle in our fee structure and the funds’  total expense ratio without compromising returns.

PARTNERSHIP

The long term alignment of interests between the managers of the fund and its investors is a core principle. Half or more of the free assets of the individual managers are invested in the fund(s) alongside fund investors. Managers pay the same fees and are subject to the same liquidity provisions. Our fee structure and partnership approach ensure that longer term returns are targeted. We believe this approach represents a fundamental long term commitment to the fund and investors. 

RESPONSIBILITy

We bear a strong fiduciary responsibility to both future generations of our family and our fund investors alike.