Investment approach

  • Our investment approach seeks to identify durable businesses that possess a unique combination of fundamental strength, sustainable competitive advantages and compelling valuation.
  • We believe that sustainable strategies can drive a company's financial performance and long-term security valuation through revenue growth, cost improvements and enhanced franchise value.
  • We believe that our strategy benefits from the advantage of an independent firm whose equity structure aligns the long-term interests of the firm, fosters teamwork and powers a single performance engine across all equity strategies.

Questions?

Please send us an email at [email protected].

Portfolio Managers