Culture
The team culture rewards rigor, directness, and restraint.
Ethics
Integrity sets the standard for how the firm makes decisions, communicates, and handles responsibility.
Innovation
The team is expected to keep improving its research process, tools, and ways of understanding markets.
Leadership
Ownership matters at every level, with people expected to act clearly, directly, and responsibly.
Courage
Strong judgment requires the willingness to act when conviction is earned and to challenge weak assumptions.
Intellectual Humility
Conviction is balanced by the recognition that markets are complex and every thesis can be wrong.