We are a L/S, multi-asset, small single-family office with primarily public equity investments in the consumer, healthcare, technology, and financial services sectors. Our research-intensive process, representing fractional ownership in well-vetted themes, factors, and cash flow streams, seeks quality businesses at compelling valuations. We believe that returns on invested capital (ROIC), earnings quality, FCF/share growth, earnings revisions, and balance sheet strength constitute the most important drivers of sound investing. Learn more about our differentiated process here.