We focus exclusively on inefficient markets where contrarian, value investing strategies offer attractive long-term opportunities.
Be
Contrarian
Be
Prudent
Be
Right
EXPLOITINEFFICIENCIES
VALUE INVESTING STRATEGY
STRONG UPSIDE PARTICIPATION WITH SIGNIFICANT DOWNSIDE PROTECTION
How We Invest
INEFFICIENT
MARKETS
VALUE-ORIENTED
CONCENTRATED
OUT OF
FAVOR
MARGIN OF
SAFETY
BEST
IDEAS
HIGH RISK/REWARD
CHARACTERISTICS
CAPITAL
PRESERVATION
LOW CORRELATION
We only partner with talented, motivated managers that we believe in where commission is not the mission.
ccess the Best
A
eep Your
Costs Low
K
We charge you no fees directly and work with managers that get paid for performance.
Why thinkAEN
