PARTNERS’ CAPITAL:
We manage approximately $1 billion (CAD) for institutions and individuals, alongside whom we invest on the same terms.
EMPIRICALLY-SOUND APPROACH:
So rare is real, enduring growth that only a small handful of companies meet our criteria.
EXCELLENT RESULTS:
Better total return with less downside risk.
Our pure focus:
The sustainability of growing cash flows
Our extremely selective approach avoids 96% of the S&P 500
Sources: Here
We’re not invested in sectors with low or erratic growth in operating cash flow – because they can’t generate the high year-over-year growth in dividends we’ve been able to find. Energy, REITs, Telecoms and Utilities usually don’t make the cut.