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.



Develop a Client Base that is Investing Over the Long-Run

Such That Our Interests Are Aligned.



Value Integrity, Character and Intellectual Honesty

In All of Our Employees and Business Partners



Keep Our Investment Strategies Reasonably Sized

To Maximize Returns For Our Clients



Invest Our Capital Alongside Clients' Capital

Such That Our Interests Are Aligned



Instill a Culture of Compliance

And Follow All Applicable Laws and Regulations



Seek to Avoid Situations

That Could Cause A Materially Bad Performance Period



Maintain a Well-Balanced Culture

So That Working at Fundamental Global is Fun