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Archives: Key principles

Key principle Description

We take a long-term approach to decision-making.

As a privately held company, we are able to take a long-term view. That’s why we are very selective in who we hire; knowing if they succeed, our clients and our company succeeds… both in the short- and long-term. Our priority is clear: with the right team to deliver a quality product, profits will follow. […]

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We are guided by an underlying sense of integrity.

We will not compromise the quality of our services, accept unethical incentives, or tolerate conflicts of interests with our stakeholders for monetary gain.  Nor do we wish to do business with clients that do not maintain similar standards of integrity. Our reputation is important, this industry is small, and we work hard to avoid compromising […]

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We value honesty as the key factor in business success.

We operate in honest fashion at all times with our fund clients, and with the investment community. We also strive to be honest with ourselves, which means we are always open to criticism internally and externally. This culture of honesty ensures the loyalty of our funds, investors and our employees. […]

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We seek to build our client’s business, not ours.

The phone research we conduct, the connections we make and the investor meetings we generate is simply the process we apply. For us, what matters most is the end result of those efforts: to help our clients build their business. If we don’t help our clients grow their business, we’ll be unable to grow our […]

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