We have a prudent aggressive approach to building wealth.
We believe the best way to do this is by having our capital concentrated in a small number of exceptional businesses.

Our first building block is an emphasis on continuous learning.
We are always curious about getting into new industries that push us to learn & reevaluate our mental models.

We focus on the inputs, not the outputs.
We communicate with LPs about “the machine that builds the machine”. We talk about our personal experiences and how we go about building our mental models.

We have the best capital in the world.
Our partnership is focused on the long term and is capable of withstanding intense volatility. This allows us to attack when everyone else is playing defense.

We are a performance oriented organization.
We seek to deliver outstanding results and we always manage the size and quality of our capital base accordingly.