Since our inception in 1971, our purpose has been to treat clients as we would our own families — something we believe only a few firms do today.

In contrast to many other firms, we build distinct portfolios to help our clients satisfy their unique circumstances, achieve their goals, and ensure their legacy.

In a rapidly changing global economy, we are perpetual students seeking to identify the key secular trends that will create value.

We are long-term investors who believe in the value of active management.

We think and see the world differently which leads to differentiated portfolios.

We employ a high-conviction approach, driven by the judgment of our experienced team of investment professionals, to deliver our best ideas.

We focus on macro-economics to determine beneficiaries of capital flows, identify undervalued securities that stand to benefit, and structure a portfolio of our best ideas.

Our strategies are purposely designed to be effective individually, as well as in combination, to suit each client’s unique goals.

Clients are afforded direct access to the ARS portfolio managers responsible for the investment decision for each client’s portfolio.