We Invest In Our Team,
So Our Team Can Invest In You
We Invest In Our Team, So Our Team Can Invest In You
A Broad, Foundation for Investment Returns
We operate with a singular purpose
We Help Clients Navigate Their Financial Futures
We’re performance driven and risk aware. Our emphasis on long-term thinking and results has served us well across multiple market cycles.
We are committed to complying with both the letter and the spirit of laws and regulations. We strive to exemplify the highest ethical standards. Professionalism has always been our North Star.
As an independent asset management firm, we are proud of our reputation for integrity, hard work, and the quality of our investment research, asset management services and results.
We believe most people understand the importance of investing but aren’t confident navigating the markets. They follow trends or allocate funds to concentrated investment styles: Equity or fixed income, small- or large-cap, growth or value, international or domestic stocks.
We focus on the center of the market, investing in a limited number of companies from a broad cross-section of capitalizations, styles, and geographies. We look for growing revenues, book values, cash flow, solid earnings, and strong management teams that can deliver compounded returns for patient investors.
For over 35 years, our center-of-the-market strategies have helped soothe clients’ concerns about investing
Who we are
- Founder led
- 100% employee and family owned
- Performance driven and risk aware
- Committed to the highest ethical standards
- Proud of our reputation for integrity, hard work, and the quality of our research, services, and results
Removing Emotion From Decision Making
We use a top-down, bottom-up approach to identify investment opportunities. This allows us to filter investments from broad-based macroeconomic views down to asset price levels.
Once an opportunity has been identified, we rigorously analyze the investment across three variables: valuation, fundamentals, and the geopolitical environment. Our goal is to identify buy factors and warning signals. Post-investment, our rigorous analysis continues.
Our portfolio managers are empowered to make buy and sell decisions, eliminating the need for multiple levels of approval. This efficient approach to decision-making translates into nimble execution.
