Investment Philosophy

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Our philosophy is simple yet has a long standing history of success.  We invest in companies that have:

• a margin of safety
• a high probably of success
• a strong management teams
• a progressive in technology principles and actions
• a high focus on financial, physical and  human resource allocation
• a keen commitment to long-term returns
• a commitment to social and economic good and
• a hyper focus on relationships with stakeholders

Leadership Values

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The following leadership values are what we strive to achieve and what we seek in others we partner with or employ:

• Integrity
• Intellectual
• Innovative
• Inspirational
• Iconoclastic​

See our Leadership Values in detail to learn more about why they are important to us.

Strategy and Approach

Our strategies are focused on three key attributes:  Relationships, Technology and Capital Allocation.  Relationships with key industry leaders is what gives us an competitive advantage in the Insurance Industry.  We are constantly building our relationships by being of service to others.