Focused on delivering exceptional value-oriented equity investment management services

Clients first in all we do

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.

Value focus

We offer an array of strategies across our distinct investment methodology to help investors pursue specific value opportunities. Our Free Cash Flow Value disciplines each follow unique, well-defined investment methodologies that apply our proprietary research, tailored to the strategy’s particular investment objectives.

Active management driven by research

Our research process has been built and continually refined over three decades of practical firm experience. Our investment research team is organized by economic sectors, not by market capitalization, which enables our analysts to draw insights and patterns within industries and across all market capitalizations. This approach offers our portfolio managers a depth of knowledge into relative and absolute valuation potential to identify compelling investment opportunities.

Long-term view

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 over 30 years. Every investment decision is made with our clients’ best interests in mind. We diligently apply each strategy’s investment methodology, regardless of changing short-term economic and investment cycles.

Strong culture of collaboration

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.