Marathons,
over Sprints

We believe that investing should
be a long-term business.

By embracing an evergreen structure, we can focus on building an investment firm that prioritizes long-term thinking and partnerships over short-term gains and consensus-driven narratives.

We don’t just want to manage people’s capital, we want us to be fully invested in our partnerships, and bring intense meaning and responsibility to everything that we do

Conviction,
over Consensus

We believe that the best opportunities
lie where others won’t or can’t go.

By investing at the intersection of these underappreciated areas, we can create a genuine competitive advantage. As Sam Zell wisely said, "There’s no substitution for limited competition."

Partnerships, over Transactions

We believe that success is all about people.

While strategy and capital matter, we believe exceptional outcomes are driven by exceptional people.

By partnering with highly entrepreneurial people who are passionate about learning and biased toward action, we believe we can consistently deliver differentiated outcomes for our investors