Integrity
Our commitment to doing what’s right guides how we serve, how we work together, and how we invest.
Established, independent, and built to endure.
For nearly two decades, we’ve taken an independent, disciplined approach to investing, grounded in the belief that a concentrated portfolio of durable, high-quality businesses can deliver long-term results. Our work is shaped by clear values, rigorous research, and the conviction to stay focused on fundamentals.
- asset management experience
- 19years
- total assets under management
- 1.2B
- independently owned
- 100%
Disclosures
All stats are as of 9/30/2026
Our Values
Our values guide every decision.
Since 2007 our values haven’t changed. To this day, they are the lens through which we view every challenge. Our values shape how we think, how we advise, and how we show up for all of our clients.
Intensity
Our dedication to rigorous research drives us to pursue excellence, even when our approach differs from the crowd.
Intelligence
By only seeking insight from trusted sources, we make decisions aimed at protecting and growing our clients’ capital.
Leadership
Our partners are your partners.
As industry thought-leaders, our partners drive the investment strategy, create the standard for client relationships, and set the overall vision for the firm — investing significant personal wealth right alongside yours, ensuring a cohesive and forward-thinking approach to everything we do.
Brian Yacktman
Founder and Chief Investment Officer
Will Kruger
Chief Executive Officer
Elliott Savage
Lead Portfolio Manager
“We’ve built this strategy across every kind of market over the years.”
Chief Executive Officer