We are an alternative asset manager with a specialized focus on banks and financial services
Our core purpose is to deliver an "all weather” investment built to perform, while mitigating risk and volatility, through the economic cycle
We do this by harnessing our intellectual horsepower in the financials space - built by two+ decades of fundamental research, keen understanding of cycle dynamics, and differentiated valuation analysis
We believe a bank stock portfolio, properly hedged and built on the principles of soundness, profitability, and growth can produce notable through-the-cycle returns, with limited risk.
As thought leaders in the financials space we publish insights as a result of our rigorous bottoms-up research, collaboration with other perspectives, and in-depth conversations with leading executives.
