• A mostly U.S. portfolio of companies we perceive to have some unique advantage resulting in cash flow growth that is not appreciated by the market. The name “Longview” refers to the time horizon applied when assessing an investment’s prospects as we consider it an advantage to have a longer-term view than the general market
  • Focus on companies that meet one or more of the following criteria: Skillful and trustworthy management, reasonable valuation, business models with appealing characteristics that benefit from existing and/or developing competitive advantages
  • Many holdings are also owned by hedge fund “gurus”
  • Concentrated portfolio target of 15-20 positions in typical client portfolio, although this figure could vary
  • Total-return focus (with an emphasis on growing free cash flow)
  • Non-benchmark orientation


     Portfolio Manager: Adrian Morffi

     Annual Fee of 1.0%

     Link to quarterly commentaries