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Our Values and Principles

Idiosyncratic Approach

Copying the crowd does not produce superior performance. We proudly wear the “unconventional” label as a badge of honor.

Facts over Forecasts

High confidence decisions should flow from observation, evidence and probability. We minimize the influence of estimates, predictions, and guesswork.

Concentrated Portfolios

Every holding carries high conviction. We only invest in our very best ideas.

Downside Protection

Managing risk and limiting drawdowns are critical aspects of long-term success. A good defense may be the best offense.

Consistent Disciplined Process

Systematic and repeatable, our fundamentals-driven approach has proven effective over more than twenty years.

Proprietary Fundamental Research

We identify and evaluate key growth drivers, assess major risks, and ignore extraneous information. Investments are based on our well-established criteria, not the opinions of others.

High Active Share

Portfolios that materially depart from their benchmarks can deliver superior returns with lower volatility and lower correlation to other managers – the trifecta of uncorrelated alpha.

Outstanding Client Service

We are committed to transparency, clarity, frankness, honesty and responsiveness.

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