A disciplined yet dynamic framework driven by five dimensions.

We are multi-dimensional investors that derive from our five core dimensions. We believe certain classes of the equity & bond markets are more inefficient than others. We focus on asymmetric opportunities where we perceive limited risk of loss with a path to significant upside. We strive to identify idiosyncratic opportunities by employing our consistent research process.   

For over two decades, Jason has employed a progressive process that utilizes rigorous bottom-up fundamental analysis, quantitative equity screens, bond market analysis, and macro top-down positioning that helps portfolio management returns and risk management.  

The philosophy and framework have its origin, foundation, and framework derived from the work of the seventeenth century French mathematician Blaise Pascal with respect to asymmetric opportunities, limited risk of loss scenarios, and idiosyncratic analogous events.