We have created an investment firm of which we would want to be clients

Opportunities Fund
Flexible Fixed Income Fund
Dark Horse Fund
Partners Fund

Download our investor letters

and investor day transcript

Quarterly Letter PDF

Annual Letter PDF

Investor Day PDF


Got junk?

The increasing need for talent

Housing for health

How PetSmart swallowed Chewy

How do we build for tomorrow, today?

Driven by Passion

Opinion piece: Shareholder Activism

Fake Influencers of Real News