Our Defining Characteristics

1

We measure our success by our clients’ satisfaction.

2

We invest with conviction, borne of our collective experiences.

3

We often think and invest differently from other managers.

4

We are investors, not traders, with an eye towards creating long-term success.

5

We seek out uncommon value with the goal of delivering absolute returns.

6

We invest for clients as we do for our own families.

7

Together, as partners, we advise $1.7 billion in assets.

The Latest Outlook & Insights

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