Our Principles
1
Commitment. Continuity. Compounding. The bedrock of Heritage.
2
Disciplined investing is the best risk management. Successful compounding comes from minimizing downdrafts.
3
We like partners that make money when our investors do.
4
We aim to do one thing well. We look for partners that do the same.
5
Small teams make the best decisions.
6
Adaptable teams with wide mandates drive outperformance.
7
Relationships matter. We consider our partners family.
