Our approach centers on uncovering value in sectors and markets that are often disregarded
We founded this firm on a core belief: independent thinking is essential in a world driven by narratives and short-term noise.
Too often, consensus views dominate the conversation, but rarely deliver exceptional results. That’s why we focus on deep research and first-principles analysis, looking beyond what’s obvious to most.
For example, while much of the market dismissed uranium, we recognized early that the shift back toward nuclear energy was not only inevitable, but necessary. We positioned accordingly, well before its reclassification as a sustainable energy source began driving capital flows back into the sector.
Similarly, in Argentina, where most saw only dysfunction, we saw the early signs of genuine reform. Our timing, just ahead of a major policy shift, demonstrated the strength of acting on well-reasoned conviction rather than crowd sentiment.
Too often, consensus views dominate the conversation, but rarely deliver exceptional results. That’s why we focus on deep research and first-principles analysis, looking beyond what’s obvious to most.
For example, while much of the market dismissed uranium, we recognized early that the shift back toward nuclear energy was not only inevitable, but necessary. We positioned accordingly, well before its reclassification as a sustainable energy source began driving capital flows back into the sector.
Similarly, in Argentina, where most saw only dysfunction, we saw the early signs of genuine reform. Our timing, just ahead of a major policy shift, demonstrated the strength of acting on well-reasoned conviction rather than crowd sentiment.
Origin story
