Equities

Great companies, overlooked by markets

Public equities provide tax-efficient growth and liquidity inside your portfolio

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Focus Concentrated Equity Fund

Our Equity Philosophy

We take a differentiated and concentrated approach to investing in stocks. Rather than mirroring an index or chasing macroeconomic themes, we follow a fundamental, bottom-up process to find mispriced or misunderstood businesses that can compound your capital and help you achieve your goals.

What sets us apart

  1. Independence

    We are benchmark-agnostic investors who eschew consensus ideas, allowing us to seek out the best public equity investments for your portfolio

  2. Agility

    We pursue the best opportunities across market capitalizations, industries and geographies

  3. Patience

    We are long-term investors who use the noise and volatility of markets to our advantage in order to acquire great businesses at reasonable prices