MEASURED BY REALITY

THE FIVE PILLARS OF
OUR INVESTMENT STRATEGY

RESPECT & TRUST

We seek to invest with people we respect and  trust, and we seek a tight alignment of interests with them.

STEWARDS

We approach our investment decisions as stewards of the funds entrusted to us.

COMMITTED

We are always invested with a substantial portion of our own money, and we do not delegate our investment decisions or speculate.

REALITY

We are driven by data and cold-eyed assessments of reality.

FLEXIBILITY

We have great flexibility for deal structures and time horizons.

Stewardship

Over the years, we have engaged in a wide range of stewardship endeavors, concentrating our services on assistance to the poor, to children, and to the Church, while always promoting research into ways to better provide services to disadvantaged communities.

MEDIA & NEWS

Faith and Business Conference 2017

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What kinds of virtuous relationships lead to prosperity?

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On The Right Use of Money

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BOOKS

WHAT YOUR MONEY MEANS

"What Your Money Means provides a refreshing and, in many places, uplifting alternative to the [typical]. Written by a successful financial entrepreneur and prominent philanthropist, it provides readers with powerful insights into thinking about the possession of wealth in a manner consistent with the demands of right reason."  -Samuel Gregg

A Graduate’s Guide to Life

"A Graduate’s Guide to Life: Three Things They Don’t Teach You in College That Could Make All the Difference (Beacon) offers those just getting started in life nuggets of wisdom, drawn from the experience of a successful Catholic entrepreneur and generous philanthropist." -George Weigel