Investment Philosophy


Trends come and go. We stay true to core principles that guide all of our decisions.

Skilled managers can capitalize on market inefficiencies

Our tenured teams have deep expertise managing investments through all types of market environments and the willingness to keep exploring, analyzing and vetting ideas until we believe they will make a difference for you.


Consistency is non-negotiable

We faithfully adhere to our investment processes in all market environments. But, consistency doesn't mean lack of innovation. This foundation gives us a firm footing for exploring new approaches and making informed refinements in our strategies.


Collaborative, motivated teams produce the strongest results

We hire top professionals, organize them into nimble teams and incentivize them to add long-term value for clients.


Investment excellence is an ongoing journey

We continuously evaluate and refine our investment strategies, keeping our approach to fundamental research and quantitative modeling current and our ideas fresh. The markets never stand still, and neither do we.