We are a small team of unconstrained bottom – up seekers of fundamentally misvalued equities who share the same vision and a complementary skill set, making us an efficient investing machine. Our combined investment experience is over 20 years, one of us is a CFA and CAIA holder. While we are fluent in most asset classes and investment approaches, we have always been fundamental equity investors at heart. Extensive research and deep understanding of the companies we take positions in are at the core of our approach. Our edge, however, is less about knowing more than everyone else about a specific stock, and more about the mindset, the discipline and the time horizon that we maintain as investors.