Seeking out value. Investing in change.
We are original, fundamental investors with the experience and client focus to help individuals, families and their businesses seek to build wealth and chart desirable financial futures.
Our Philosophy & Process
We manage three distinct strategies that share a research-intensive, intrinsic value approach and seek to exploit the potential narrowing of the price/value gap that exists in underappreciated companies.
Our value tradition reflects research intensity, discipline and a laser focus on fundamentals, intrinsic value and the price/value gap. While we have evolved over decades with the world around us, our multi-step process remains rooted in fundamental analysis and bottom-up stock picking.
Years Managing Client Assets
Assets Under Management
Meet the team
1 As of September 30, 2023
This material is intended as a broad overview of the portfolio managers' current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.