Seeks to provide capital appreciation across asset classes, regions, sectors, capitalizations & credit ratings that exhibit the characteristics that we believe provide the greatest potential for long-term capital appreciation.

Seeks to invest in equities that exhibit characteristics that, we believe, provide the best opportunity for long-term sustainable businesses with (at least) three years of public market financial data.

Seeks to provide long-term capital appreciation by aligning investment capital with fundamentally sound companies and municipalities that furnish adaptive solutions for global markets.

Seeks to provide long-term capital appreciation by dynamically & tactically investing across any combination of all public asset classes - including (but not limited to) equity, fixed income, real estate, commodities & currencies to capitalize on global market inefficiencies.

Seeks to provide long-term capital appreciation & current income across multiple assets classes, regions, sectors, capitalizations, & credit ratings that exhibit the characteristics that we believe provide long-term value with an emphasis on maintaining a current income yield in excess of the prevailing United States 10-YR Treasury note.

Seeks to invest within the largest 25 capitalized equities in the public market that exhibit characteristics that, we believe, provide the best opportunity for long-term sustainable businesses.