“The FUNDAMENTAL law of investing is the uncertainty of the future.”

Peter Bernstein

Focus on Fundamental Research

As a Key Part of Our Long-Term Success

Build for the Future

And Consider This in Every Business Decision

Manage our Lives Responsibly

So That Nothing Weighs On Our Ability to Run the Business for the Long Run.

Take a Long-Term Approach to our Holdings

Such That Our Interests Are Aligned.

Value Integrity, Character and Intellectual Honesty

In All of Our Employees and Business Partners

Keep Our Strategies Reasonably Sized

To Maximize Returns

Our Capital At Risk

Such That Our Interests Are Aligned

Instill a Culture of Compliance

And Follow All Applicable Laws and Regulations

Seek to Avoid Situations

That Do Not Have A Margin Of Safety

Maintain a Well-Balanced Culture

So That Working at Fundamental Global is Fun