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 returns on invested capital (ROIC), balance sheet quality, positive earnings revisions, and FCF per share growth encompass the four most important drivers of solid long-term investing. Learn more about our differentiated process here.