Principled | Proven | Partners

Disciplined Value Investors Since 1979

We believe in the long-term advantages of value investing and our ability to partner with clients to achieve distinct goals. A collegial environment, bespoke approach to client service, and longstanding history of competitive returns yields a principled, proven partner.

Our commitment to in-depth research, continuous company engagement, and breadth of experience empowers us to construct high conviction portfolios.

Firm Philosophy
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