INVESTMENT PROFESSIONALS

The foundation of our business is our people. Our portfolio managers and research analysts are seasoned investment professionals with a strong background in academic achievement. We specialize in a distinct segment of the capital markets and conduct bottom-up, fundamental research on a focused universe of high quality stocks and bonds. Our body of knowledge has been accrued over a 40-year history and is our competitive advantage. The collective experience and skill of our professionals combined with the diligent implementation of our investment discipline has helped us navigate through all types of markets and make well-informed investment decisions on behalf of our clients.

Seasoned Professionals

• 18 investment professionals average 19 years industry experience.
• 80% are CFA Charterholders and 50% hold a Masters Degree.

Specialized Investment Niche

• Our equity portfolios invest in stocks with a demonstrated history of consistent growth and stability in earnings.
• In fixed income, we emphasize bonds with stable and predictable cash flows, and low credit and event risk.

Alignment of Interests

• Compensation is tied to both investment performance and the overall performance of the firm.
• 13 investment professionals are equity principals.