Trust the Process
100% Disciplined and Transparent
We maintain an unwavering commitment to the fundamentals of pure intrinsic value investing.
Our time-tested intrinsic value philosophy is the cornerstone of our process, which has evolved to include a proprietary Multi-Factor Ranking Model. Combined, they identify what we believe to be the most undervalued stocks, with the highest probability to recognize that value over time.
Our bottom-up, fundamentals-based process is consistently applied to assist in the creation of high quality portfolios.
In addition to being effective, the process is transparent, easily understood and replicated in any market and under any conditions. Tailoring the process to fit the needs of our different strategies has enabled our team to deliver client solutions regardless of changing and challenging market environments.
Our market knowledge is comprehensive, our research is diligent and our risk protocols are stringent. We understand the true measure of our value is achieving client objectives with performance, and believe our process utilizes the most reliable tools available to consistently deliver that objective.
Our portfolio management team averages more than 30 years of industry experience and our process has remained unchanged for more than 30 years. The process is consistent and disciplined and has, over time, produced predictable results. Regardless of market conditions, we stick to the fundamentals of intrinsic value investing.