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Introduction
The Partners
What we believe
How we have done
Alignment
Six founding principles
Philosophy
Investment process
Risk
Intrinsic value
When to invest?
Team
Andrew Brenton
Jeffrey Cole
Jeffrey Hebel
Christopher DeSantis
Sandra Edmonds
Cameron McKendry
Derek Garkut
Patrick Zabek
Portfolio
Communications
Annual letters
Quarterly updates
The Tao of the Turtle
Podcasts
Documentation
Contact
The Tao of the Turtle
What Kind of Return Can you Expect?, Part II, Jan. 2012
What Kind of Return Can You Expect?, Part I, Nov. 2011
Income vs. Capital, May. 2011
How We Own Equities, Nov. 2010
Why We Own Equities, Jul. 2010
Can You Be "Right" But Forever "Wrong"?, Nov. 2009
How Do You Feel About Risk Now?, Sep. 2009