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.
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
