Our service offering relies on our values and company culture. These values are not just written to be forgotten: we periodically use them as benchmarks to assess our performance, along with quantitative evaluations.

Integrity, Confidentiality, Discretion

• Absolute integrity, candidness, and frankness. This requires always being honest, straightforward and transparent with our clients, most importantly when it is difficult to do so. This is an attitude we also demand from the managers of the companies we invest in towards their shareholders. We aim at exceeding the industry’s ethical standards. AIMR Code of Ethics

• Our clients’ interests precede our own firm’s interest. We believe that by following this principle, Préfontaine Capital will prosper and benefit from a solid and most importantly durable growth, based on trusting long-term relationships and superior service.

• A business model that systematically prevents any conflict of interest. The financial interests of our clients are closely connected to those of Préfontaine Capital. There are no commissions, hidden costs, nor financial deals with any brokerage firm, mutual fund, insurance company or bank.

• The strict confidentiality of client information and the absolute discretion with which we conduct our interpersonal dealings are prerequisites for our client relationships ’ fiduciary nature.

Excellence, Acuteness, Open-Mindedness, Anticipation

• Steadfast search for excellence in everything we do.

• Staying alert: intellectual thoroughness and exactness, clarity of analysis, methodical doubt lead to sound judgments.

• Staying humble: pretentiousness is a very bad servant in the investment world, which sooner or later calls to order the person who believes he/she is infallible.

• Commitment to never rest on our laurels, to constantly seek to improve our knowledge and our services, to admit our mistakes, and learn from them.

• Open-mindedness: accept as healthy the vigorous exchange of ideas and differences in opinions. The contact of differences often allows more complete and complementary perspectives on investment ideas.

• Foster creativity and imagination. As Albert Einstein said: “Imagination is more important than knowledge”. Anticipate change. Always question fashionable ideas (herd mentality) and seek new ways of solving problems: beware of consensuses in the investment world.