Money managers have to account for their actions to their shareholders, which means they have an undue fear of underperformance. We invest only our o….

By buying big - going narrow and deep, as opposed to a diversifying - you maximize your successes..

We learned to build our emotional muscles, helping us make it through major market falls and grind through the trying times without losing our equili….

We're just very much a plain-vanilla, long-only investment fund..

The market gives you the opportunity to arbitrage what the emotional investor will pay or sell at versus the fundamental value of a company, but you'….

We like investments where the risk is time, not price..