We are a multi-asset, small single-family office with mostly 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, and earnings revisions are the three most important drivers of solid long-term investing. Learn more about our process here