Everyone wants generational wealth—Few want to be the generation that builds it— A generational mindset is the key to creating lasting wealth.

To reach the long run, investors must transform their mindset — Investment dollars must be viewed as capital, not currency — Capital is a resource, not money to spend.

Everyone claims to be a long-term investor, but few truly reach the long run — For compounding, time is more important than rate of return — Too often, investors are forced to sell.

Public equity investing is not a zero-sum game — Proper capital allocation generates value for all of society — Active managers create incentives to support this value creation, making the world a better place.

Portfolios are “pure” when their securities fit their philosophy

Public equity investors have poisoned the well we drink from. Opportunity exists to create a new paradigm in public investment investing.

We selectively leverage our private equity experience when investing in public markets.

We adhere to a simple, but strict, definition of quality when constructing our portfolios.

Excess return is frequently lost prior to reaching shareholders. Capturing alpha is essential to outperformance.