Many voices.
One philosophy.

Together we strive toward a single goal of delivering superior risk-adjusted returns for our clients.

We invest in high-quality small and mid-cap businesses
that have impressive management teams, low leverage and demonstrated records of consistent growth.

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

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

High-net-worth individuals

Our portfolio managers forge long-term relationships and communicate proactively. Our goal is always to protect and grow your assets.

We’re here to answer any and all questions.

Contact us