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Our investors cannot spend relative performance.
We believe trying to keep pace with the market in all environments promotes poor decisions and increases the probability of making mistakes. By focusing on the process and decisions, outcomes take care of themselves.
Ultimately, an absolute return mindset outperforms by protecting capital in down markets while producing positive returns in up markets.
"Mimicking the herd invites regression to the mean."
- Charlie Munger
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2716 Fairmount Street
Dallas, TX 75201
222 East Main Street, Suite 328
Smithtown, NY 11787
214.484.7250
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