Providing Trusted Counsel for More Than 35 Years
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.
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.