Our Team
Investment Team
We believe our philosophy to be sound and our strategy unique, but it is only repeatable if research personnel have the right temperament to maintain discipline in volatile markets. While it is warmer in the herd, we don’t think that alpha resides there. And our personnel are encouraged to stray to wherever our bottom-up research leads. Our style of disciplined, contrarian, value investing requires fiercely independent thinking, conviction, and patience to stay the course when it is difficult to do so.
Portfolio Team
Lone Peak Global Investors prides itself on transparency. To that end, our portfolio team strives to approach a partnership with clients that is customized, creative, and responsive. We believe long-term investment relationships are a win-win for both manager and client; particularly in value equities where adhering to a consistent discipline is critical to investment success. Understanding client needs combined with open, consistent, and timely communication, particularly in volatile markets, is the priority of our Portfolio Team.
