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We share our research with our sophisticated investors, who in turn provide invaluable insights that help us hone our portfolio. Every position in our portfolio has either used significant input or has been sourced from our proprietary network of investors, entrepreneurs, and business managers.

Investor Videos

Here are some vignettes on how we think about the world, our purpose and our process – with a couple of past investment examples.

#1: Good Capital Allocators

#2: Being Contrarian

#3: Our Investment Process

#4: Builders

#5: Conscious Capitalists

#6: Our Purpose

Award-Winning Investor Satisfaction & Retention

Five Star Professional recognized us in New York Magazine as one of 159 investment advisory firms (out of 80k) in the New York tri-state area with the highest levels of customer satisfaction. Our client retention typically is over 100% in most years, and has been above 99% since our inception.

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