Values

In an industry where investments are being designed as a commodity product to service a greater number of client assets rather than particular needs, leading to asset bloat and robotic cookie cutter portfolios, we embrace the opportunity for human connection and specialization to pursue what matters most to you.

With more than three decades of applying a bottom up fundamental approach to identifying high-quality businesses, we know there are times to be patient and are willing to hold cash. This approach gives us an ability many investment products cannot offer, which is to potentially sidestep risk at times of uncertainty and wait until opportunities are compelling. With this approach it should be understood that, at times, a portfolio may not closely track any one index.

Investment professionals often are led to choose investments that can easily be justified, rather than those that represent the best opportunity to satisfy a client’s particular need. The key to making money over the long-term is having the ability and willingness to stick with a proven process while in the short-term others may be chasing ideas in another direction.