We build value-oriented equity, and full balanced portfolios (fixed income and global equities) that meet the needs of our clients. We offer customized equity and balanced fund portfolios.
Our core belief is that fundamental value never goes
out of style and that personal judgment matters.
With over 185 years of combined industry experience, we focus our intellectual curiosity on identifying stocks that are undervalued in order to construct high quality portfolios intended to deliver superior, risk-adjusted returns over the long term.
Our collaborative culture ensures each member of the team knows that, on a daily basis, they can make a difference and contribute to the overall client experience.