
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
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
Client focused
Our comprehensive, bespoke approach to client relationships allows us to exceed client objectives, resulting in partnerships that span multiple decades
“Within value, you have a spectrum – from deep value to defensive, higher quality value. Our strategy is designed to give you exposure to both, generally in the 40%-60% range. It tends to provide more consistent alpha generation … to keep you in the game, year after year.”
- Cory Martin