A Different Approach to Investment Management
We are passionate, independent investors, with a commitment to fundamental research and the constant pursuit of investment insight. Our understanding of investor psychology, the tendency of many to follow the herd, allows us to look beyond the immediate noise to the value we seek to gain from investments over time. We have always felt that staying away from investment excesses or bubbles is just as important as investing in the right sectors and companies.
Our value-oriented philosophy has protected our investors from too much exposure to overzealous investment behavior. Our Customer Relationship Summary may answer a lot of your questions.
We approach each client portfolio as a separately managed account, determining asset allocation strategies based on individual investment objectives. View our latest press release.
Expertise Rooted in Research
Our investment acumen and advice are based on continual in-depth monitoring of market indicators and global conditions, as well as comprehensive research and analysis of companies and industry sectors. We believe that the pursuit of knowledge never ends, and we strive to continually develop our expertise to deliver superior long-term performance.
Our thinking is at your fingertips. We provide the investment community and our clients with regular market insights.