Investment Philosophy


For over 30 years, integrity drives our thought process and investment acumen.

As fiduciaries, we take pride in managing our clients hard earned capital.

At DJC, we invest our personal capital into our Fund, aligning our interests with those of our limited partners.

We do not embrace a passive approach in terms of managing our portfolio holdings. We believe in an active, disciplined style which compliments our risk management from a tactical perspective.

We have a value driven orientation that encompasses both bottom-up and top-down fundamental
analysis to capture idea generation and security selection.