We rely on proprietary, bottom-up, on-site research to identify companies around the world that are attractively valued and stable.
We believe that there is little substitute for critical reasoning, attention to detail, revealing query, hard work, and patience.
Our greatest assets are our people, so we believe that excellent execution and a healthy culture are inextricably linked.
“Most of all we need intimate knowledge of the past. Not that the past has any magic about it, but because we cannot study the future, and yet need something to set against the present, to remind us that the basic assumptions have been quite different in different periods and that much which seems certain to the uneducated is merely temporary fashion. A man who has lived in many places is not likely to be deceived by the local errors of his native village. The scholar has lived in many times and is therefore in some degree immune from the cataract of nonsense that pours from the press and the microphone of his own age.”
240 Madison, Suite 800
Memphis, TN 38103