Rooted in the calm clarity and disciplined focus of Stoic philosophy, and the poetic spirit’s creative openness to see beyond the surface, Stoetic embodies a timeless approach to navigating ever-changing markets. It reflects a mindset of resilience, clarity, and disciplined focus, coupled with a deeper insight that allows us to perceive the true nature of opportunities from angles others might overlook.

These qualities we see as key for the sustainable long-term success of any securities investor in applying the proven, timeless, and simple rules of value investing to the complex, ever-changing opportunity set that the intersection between the market and the investors' psyche constitutes. We believe that by approaching each potential investment with a Stoetic mind, we can remain open to new ideas and opportunities while avoiding the pitfalls of overconfidence and complacency that past successes especially in random markets breed. It is out of this approach and quality of mind that extraordinary investment opportunities beyond the current consensus are conceived, executed, and seen through.

Remaining clear and calm in the storm allows us to act with vigor after an extended period of inaction, once an exceptional opportunity comes along that meets all our investment criteria. In these situations, we hold it with Buffett to 'put out the bucket when it rains gold' and take a substantial position in our concentrated portfolio.