We focus exclusively on one investment discipline: relative value. We search for out-of-favor companies with strong fundamentals and identifiable catalysts for change.
The benefit for our clients? By investing with the courage of our convictions, we discover companies we believe will reward investors over time.
- 100% Employee-owned
- $14.2 Billion AUS
- 21 years Average investment experience
As of 12.31.2019 AUM (assets under management) were $9.4 B. AUS includes UMA/model portfolios that are non-discretionary assets.
We’re independent in every sense of the word. We’re employee-owned and our goals are aligned with our clients’ success. We have an entrepreneurial and collaborative culture, and we’re dedicated to continuous improvement.
UNWAVERING ACTIVE INVESTORS
As active investors, we’re benchmark agnostic. We seek to capitalize on the market’s short-term dysfunction to find quality companies poised for long-term success. Our high active share—a measure of how much we differ from the benchmark index—reflects our commitment to discovering good companies at attractive prices.
INTELLECTUALLY CURIOUS AND RESEARCH-DRIVEN
We come to work each day with an open mind and a drive to always learn more. This intellectual curiosity forms our unique perspective, which we share with clients to offer new insight.
The Benefits to Our Clients?
Our ability to adapt to evolving markets and industries means that we separate real change from passing fads and act accordingly.
We’ve weathered numerous market cycles and know how to position portfolios with the goal of delivering long-term performance to our investors.
In everything we do, we make decisions that are aligned with positive outcomes for our clients.