Principles

The Co-Founders of Fundamental Global Established The Following Ten (10) Principles to Guide the Firm’s Investment Philosophy

Focus on Fundamental Research

As a Key Part of Our Long-Term Success

Focus on Fundamental Research

As a Key Part of Our Long-Term Success

Build for the Future

And Consider This in Every Business Decision

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.

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.

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

Value Integrity, Character and Intellectual Honesty

In All of Our Employees and Business Partners

Keep Our Investment Strategies Reasonably Sized

To Maximize Returns

Keep Our Investment Strategies Reasonably Sized

To Maximize Returns

Invest Our Capital Alongside Clients’ Capital

Such That Our Interests Are Aligned

Invest Our Capital Alongside Clients’ Capital

Such That Our Interests Are Aligned

Instill a Culture of Compliance

And Follow All Applicable Laws and Regulations

Instill a Culture of Compliance

And Follow All Applicable Laws and Regulations

Seek to Avoid Situations

That Do Not Have A Margin Of Safety

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

Maintain a Well-Balanced Culture

So That Working at Fundamental Global is Fun