Learn, Share and Implement the Process of Premier Investors by
Compounding Knowledge and Relationships
We seek to accomplish this through six shared values:
1. Quality
We produce Quality work with consistent, meticulous effort that emulates the magic of compounding to create greatness over time. We strengthen this foundation with self-reflection and feedback from others.
2. Entrepreneurial Spirit
We have an Entrepreneurial Spirit. We are creative problem-solvers. We act with self-sufficiency, resourcefulness, and proactivity.
3. Intellectually Curious
We are Intellectually Curious. We learn, share, and implement the best of like-minded individuals and firms. We seek out diversity of thought and continuously improve.
4. Respect
We treat others with Respect. We are fans of each other. We play well in our sandbox, are honest and authentic.
5. Generous
We are Generous. We eagerly create connections, knowing our generosity will be reciprocated. We help others reach their aspirations as they support ours.
6. Fun
We have Fun. We are focused on the positive in our words and actions. We take ourselves seriously, but not too seriously.