Our Investment Solutions
As an independent, employee‑owned firm, our goal is to deliver long‑term results by applying a consistent, research‑driven process across all strategies. We focus not only on identifying opportunity—but also on managing the kind of risk that matters most to clients: the risk of meaningful underperformance relative to the designated benchmark.
Whether in public equities or alternative investments, our approach is grounded in fundamental research, informed by proprietary tools, and carried out by our investment team.
Our approach is disciplined and results-driven. It's not just what we do — it's how we think.
25
Years
Track record over
Includes assets under management and assets under advisement
B
Successful relationships
300
Our Philosophy in Practice
Across strategies, our investment philosophy rests on three pillars: a disciplined screening process, rigorous fundamental research, and risk management through thoughtful portfolio construction.
Screen
We begin with a structured, data-informed process that identifies opportunities with the potential for durable outperformance. We believe this consistent screening framework focuses our attention on the most promising areas of the market, allowing our research to be both efficient and impactful.
Research
Our team combines a variety of professional and academic backgrounds to evaluate investments from multiple perspectives. We look beyond surface data to understand how business models, management decisions, and competitive dynamics shape long-term value.
Construct
We build portfolios with discipline and intention, ensuring each position represents a high-conviction idea within a well-balanced structure. The result is a portfolio aligned with client objectives, which seeks to capture opportunity, manage risk, and compound value over time.
We have an investment team with members who understand the structural and competitive forces that drive long-term performance. Our team-based process emphasizes debate, accountability, and alignment—ensuring that decisions reflect a range of perspectives and are guided by shared conviction.
Our investment team, responsible for our long-term track record, manages the portfolio, supporting continuity and a long-term mindset across all strategies.
Our Investment Solutions
We invest with a clear objective. We seek to outperform benchmarks while actively managing the type of risk that we believe matters most to our clients: the risk of meaningful, sustained underperformance.