Our Philosophy

We regard ourselves as working in a workshop dedicated to the generation of investment returns. Relentless purpose-driven inquiry powers the workshop. Our desks are inquiry-benches where we inquire about all manner of things pertinent to a prospective investment.

No matter whether we are addressing facts, imagining scenarios or assessing probabilities, we are disciplined and rigorous in our approach. For we believe a short cut, is just a cut.

Our work style is both collaborative and combative. We embrace Socratic dialogue and welcome the clarifying, error-correcting, and growth-unlocking that come from a cultural norm of respectful challenge.

We believe the best outcomes typically stem from an ego-light approach that is deeply invested in discovering core insights rather than proving a point or defending an established position.

We form our views based on a cross-disciplinary approach. We fuse financial analysis with character assessment, the history of disruptive science and technology with forensic accounting, the import of corporate culture is weighed alongside the economic power laws of industry structure and so on.

At our core, we aim to be purposeful whilst being incessantly curious and intellectually flexible.