Partnership
- We believe that a true partnership with each client allows us to understand and respond effectively to their goals and objectives as they evolve.
- As colleagues, we believe that diligence, teamwork, and integrity allow the whole to equal more than the sum of its parts.
Rigorous Investment Process
- A consistent, fundamentally-based stock selection process is applied across all products.
- We are keenly aware that a robustly-implemented sell discipline is of equal importance to initial security selection in achieving superior results for our clients.
Firmwide Transparency
- From our portfolios, to our investment process, to our business strategy, to our fees, we believe that each client is entitled to understand both their investments and their investment managers.
- Independently owned. Investment management is and will remain our only business.
Premier Services and Direct Accountability
- As a boutique investment manager, we place the utmost importance on direct contact between our investment professionals and clients, and stand behind the results that we achieve for our clients in good times and bad.
- We have and will continue to invest in providing institutional-quality service to each of our clients, regardless of their size.
