Led by CIO and Managing Partner, Phillip Cook, our Investment Team is composed of seasoned investment professionals with complementary industry and financial services backgrounds. We work to creatively source ideas through “break room to board room” due diligence and by maintaining a global perspective.
We rely on proprietary, bottom-up, on-site research to identify attractively valued companies that have niche dominance, financial flexibility and proven management teams. Our approach to managing money is governed every day by our core principles.
Be thorough: sweat the small stuff
Be systematic: stick to a proven methodology
Don’t assume: rigorously employ principles of logic
Face facts: reality trumps hype every time
Reduce the influence of bias: shed light on sources of distortion
Remember: risk equals not knowing
We also believe that human capital and financial strength are of equal importance and—when coupled with niche dominance—can create unique long-term buying opportunities. Since our inception, we have used our painstaking and intensive research process to search out companies that meet this stringent criterion.
While our roots are proudly established in Memphis, we travel extensively to seek out the information we need to make sound investment decisions for our U.S. Small Cap and U.S. SMID Cap investment strategies.