We believe the markets provide opportunities to invest in individual companies across the market capitalization universe that are trading at a discount to their intrinsic value. We act independent of Wall Street, focusing on valuation, and invest for the long-term.
At our core, we are value investors seeking to leverage dislocations in prices of quality assets to build long-term wealth for our clients. With an average of 28 years industry experience, our investment team applies a bottom-up, fundamental research process to uncover investment opportunities. In all cases our team focuses on the price we are willing to pay adjusted for the risks involved.