What going beyond means for you →

Our mission is to preserve and grow client assets to protect their present and enable their future.

Why we do what we do →


Our investment team regularly publishes their latest insights and investment viewpoints.

Read our recent thought capital →

- Commentary

We seek to invest in exceptional small- and mid-sized companies that are uniquely positioned and have repeatable growth, robust business models, and exceptional management teams who consistently invest to drive sustainable growth.

- Commentary, Video

We believe the opportunity for businesses that can provide consumer-relevant products and services in emerging markets is enormous and should persist for years, if not decades.

- Commentary, Video

By owning approximately 30 of what we believe are the best companies in our category, we feel our strategy is well positioned to protect capital and to participate when the market rebounds.