Conviction,
not consensus.
An independent investment firm trading forex, commodities, stock indices and global equities, and investing in real estate and private equity.
Philosophy
Free-formonthesurface.Rigorousunderneath.Everyinvestorhasastyle,andoursisconviction.Itonlylooksspontaneousfromtheoutside.
Risk is measured first.
Positions are sized deliberately.
Nothing is left to instinct alone.
What we do
Three disciplines · One mandateconversation. We read every message personally and reply within two business days.