Mission

Vision



We provide institutional equity management to corporate and public pension plans, foundations and endowments nationwide. The firm also offers Private Client management to the wealthiest families on a select basis.

Distinctions
We are performance driven. Our objective is to produce consistent long-term investment performance at lower risk than peer managers. While we cannot guarantee future results, we aim to participate in rising markets and preserve capital in falling markets; performance that rewards our clients with less risk over time.

 

We endeavor to attract strong talent and empower them to achieve results.
To advance this, we share the risks and fortunes of the enterprise with our people.

 

Investment Management is all we do. We are committed to reinvest back in
our business for the benefit of our clients.

 

Our Investment Discipline is rigorous. Our philosophy recognizes the systemic nature of markets to create and ultimately correct significant disparities between Price and Value. A methodical process is meticulously applied to build and manage portfolios and is implemented with robust proprietary tools. The objective: consistently maximize returns and minimize risk.

 

As stewards of client capital, we earn our integrity and trust through adherence
to the highest regulatory and ethical standards. We cultivate honest and truthful communication in the exchange of ideas.

 

 
 
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