We specialize in high-quality, small- and mid-cap value
equity investment strategies

We are a highly focused investment management firm with a 30+ year history of serving the investment needs of a broad array of institutional, sub-advisory and private clients.

Founded in 1982

$4.8 billion in total firm-wide assets
(as of 3/31/2026)

Active, team-based investment approach

One disciplined process consistently applied across three strategies

Managing institutional, sub-advisory and private client portfolios

Headquarters in Teaneck, NJ

We believe

Ensuring our clients’ long-term investment success is the core focus of our firm. Our investment, client service and operations professionals work diligently to provide our clients with value-added service, from investment decisions and fiduciary oversight to client communications and service.

We strive to identify high-quality, undervalued companies with strong balance sheets and solid business models that generate positive, recurring free cash flows, particularly relative to debt. Not all stock price declines are buying opportunities. By focusing on a company’s financial health and cash flows, we seek to identify undervalued opportunities while avoiding potential value traps.

Our research process has been built and continually refined over three decades of investment experience. We apply disciplined, bottom-up, fundamental analysis to search for well-managed, financially sound companies trading at discounts to their intrinsic worth and with strong catalysts for price appreciation.

Our focus is on providing clients with superior risk-adjusted performance over the long term. The tenets of our investment strategies have been in place and endured for 30 years, and we diligently adhere to this process, regardless of changing short-term economic and investment cycles.

Our firm has cultivated a talented team of investment professionals with a collaborative working style. This collegial environment is based firmly on mutual respect and trust that translates into all aspects of managing our clients’ assets. Recognizing and valuing each individual’s contribution strives to ensure that we effectively take full advantage of the collective insights, experience and diverse perspectives of our entire organization.