Our Strategies

A differentiated range of investment strategies

Our team of seasoned investment professionals work collaboratively to develop and deliver high-conviction, low-correlated strategies designed to help clients achieve their financial objectives.

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Our Core Investment Principles

We believe…

… securities trade in an auction market that has inherent inefficiencies.

… opportunities to make successful investments in good businesses and managers exist regardless of market direction.

… most of the best investments are accompanied by higher levels of discomfort when initiated.

… there is often an inverse relationship between the popularity of a security and its value.

… undervalued companies with identifiable earnings growth catalysts offer significant absolute returns without excessive risk.

… investment risk is viewed as overpaying for a business or incorrectly projecting its future earnings.

The Latest Outlook & Insights


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A replay of our latest call: "What Matters Now: Opportunity Knocks During Times of Volatility" featuring Ross Taylor and Tom Winnick is available below.


#ARS #Outlook #InvestmentOutlook

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