Many voices. One philosophy.
Together we strive toward a single goal of delivering superior risk-adjusted returns for our clients.
We engage in fundamental analysis to identify these companies through a single focused approach.
-
Qualitative assessment
of market leadership and long-term competitive advantage -
Quantitative analysis
of financials and projected growth -
Economic and investment outlook
to determine relevant macro trends
We believe investing in proven, high-quality companies leads to competitive returns with below-average risk over the market cycle.
The experience of our people, combined with our culture of teamwork, open dialogue and accountability, fuels an investment process that has stayed consistent since our inception in 1987.
Market outlook
Download our latest analysis of market trends.
Both institutional and individual investors benefit from our disciplined approach.
Institutions
Because we invest in our own strategies, our priorities are aligned with yours. We stick to our high-quality philosophy, even if we’re not rewarded in the short-term.
High-net-worth individuals
Our portfolio managers forge long-term relationships and communicate proactively. Our goal is always to protect and grow your assets.
Our strategies
Generally within the range of the Russell 2000® Growth Index, these companies tend to be smaller dynamic growers with strong profitability, which allows them to fuel their growth prospects.
Our SMID strategy harnesses the best ideas from our small-cap and mid-cap portfolios to create a high-conviction, best ideas portfolio.
Our Mid Cap strategy focuses the majority of assets on companies in the Russell MidCap® Index. Mid-cap companies are unique in that they are more stable than small-cap but can provide more exciting growth opportunities than large-cap.
Offering the broadest range of stocks, our All Cap strategy combines the higher growth potential of our small- and mid-cap strategies with the added stability of larger, more mature companies.
We’re here to answer any and all questions.
Contact us
