What You Own – Novo Nordisk – A leader in the rapidly growing diabetes care market
What You Don’t Own – Goldcorp – People purchase gold companies. Investors do not.
A Durable Business – Union Pacific – When the operating environment changes, a durable business can focus on the most profitable opportunities
Absolute Performance – Our investment approach is a repeatable process that works
Own the Best, Leave the Rest – We focus on our best investment ideas