Principled  |  Proven  |  Partners

Disciplined value investors since 1979


Client focused

Our comprehensive, bespoke approach to client relationships allows us to exceed client objectives, resulting in partnerships that span multiple decades

Team Aligned

Team aligned

The collaborative firm culture encourages diverse viewpoints and inspires intellectual dialogue, which fosters in-depth research and facilitates thoughtful investment decisions which benefits our clients

Valuation Centric

Valuation centric

With decades of equity and fixed income experience dedicated exclusively to value investing, we thoughtfully construct portfolios with an asymmetric risk-return profile to deliver competitive results  

Since the firm’s founding, we have remained true to our repeatable, long-term investment process, refined only by our growing wealth of experience and institutional knowledge.  
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