We’re independent in every sense of the word.
We’re employee-owned and our goals are aligned with our clients’ success. We have an entrepreneurial and collaborative culture, and we’re dedicated to continuous improvement.
UNWAVERING ACTIVE INVESTORS
As active investors, we’re benchmark agnostic. We seek to capitalize on the market’s short-term dysfunction to find quality companies poised for long-term success.
Our high active share—a measure of how much we differ from the benchmark index—reflects our commitment to discovering good companies at attractive prices.
INTELLECTUALLY CURIOUS AND RESEARCH-DRIVEN
We come to work each day with an open mind and a drive to always learn more.
This intellectual curiosity forms our unique perspective, which we share with clients to offer new insight.