Partner Portfolio

Loyal Clients

Avg. Return

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We want to be the best investment house, not the biggest. Growing too large can be an impediment to successful long-term investment. When funds become too big their performance can suffer from a lack of nimbleness that prevents investment in the best

opportunities within the stock market, particularly within smaller, less liquid companies. By limiting how much money our fund managers manage, we can maintain our emphasis on market-leading, long-term investment performance.

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