"We believe that active management focused on fundamental research and bottom-up security selection applied by properly motivated teams of skilled and experienced people will add value over time."


Investment Strategies

Value Equity


Long-term capital appreciation through investments in mid and large capitalization companies with a focus on absolute return.

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Value Opportunity


Long-term capital appreciation through investments in small and mid capitalization companies with a focus on absolute return.

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Small Cap Value


Long-term capital appreciation through investments in small capitalization companies with a focus on absolute return.

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Fixed Income


Active, risk controlled management, founded on research-driven analysis, uncovers relative values that over the long-term produce returns with less risk.

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