Our Approach

Committed to Uncovering Global Value

Philosophy
The essence of our philosophy is that global markets are not always efficient - it is possible to buy companies for less than their intrinsic worth. We believe that by investing in high-quality, undervalued companies, we can create value for our clients.

Process
We select equity securities for purchase by conducting rigorous, independent, bottom-up fundamental analysis. Key elements of the process include fundamental valuation metrics, qualitative factors such as supply and demand, and independent thought.

Platform
We are structured as global equity sector specialists who research sectors comprehensively and search worldwide for economic comparative advantages.

Featured Commentary

Hard Times and Nursery Rhymes

Tradewinds CIO Dave Iben explores the risks and global ramifications of monetary inflation and the ultimate definition of “wealth.”

Weird Science

CIO David Iben examines the Weird Science behind “Derivatives” and “Central Banks.”

Slumdog Millionaire

CIO David Iben finds parallels between a story of triumph over adversity and what investors face when developing a strategy to triumph over a threatening market environment.

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David Iben discusses the battle for scarce and valuable resources.

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Do you think the economic pie can grow meaningfully? David Iben shares thoughts.