We believe that investing principles should be simple, but investing will never be easy.
We believe that the market is inefficient, and that the balance between greed and fear is seldom at equilibrium and even when so, tenuous at best.
We believe that patient investors with patient capital can outperform, and that true investing results cannot and should not be judged weekly, monthly, or quarterly, as short-termism leads to short-sightedness.
We believe that volatility is not the same as risk, and that often, the best investments are those made when times are uncertain.
We believe that there’s no safety in the unanimity of opinion; and that thoughtful contrarianism can lead to extraordinary results.
We are unconstrained in our approach, with an open mandate to explore the opportunities before us.
We are Open Square Capital.