Our high quality strategy is ran by high quality people. Our search for quality leads us to an open culture. From Lead PM to first year analysts, we challenge our ideas relentlessly. Our approach is simple, but not easy. To generate excess returns over the long term we believe you need to have a crystal clear approach to investing and have the discipline to stick to it in a world of distractions.
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Be demanding -  do not lower your quality standards or hurdle rate.
Be focussed - only a few truly great companies and opportunities exit.
Be patient - long term compounding will drown out the short term noise.