WHAT WE BELIEVE
Lasting relationships depend on open, direct, and honest communication.
- Listen first.
- Keep conversations focused, positive, and productive.
- Build consensus about goals and priorities.
Not all businesses are created equal.
- Identify enduring businesses that can stand the test of time.
- Focus on income, the first and most predictable return.
- Drive portfolio total return by being disciplined about value.
Success is achieved by aligning values, goals, and actions.
- Translate goals into measurable actions.
- Prioritize, organize, and simplify.
- Be accountable and adaptable.