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BILL BELL, CFA

Vice President & Principal
Portfolio Manager, Core Equity

  • Management Committee Member 
  • BS, Florida State University
  • 23 Years Investment Experience

Prior to joining the firm in 1999, Mr. Bell was a portfolio manager with the Florida State Board of Administration where he was responsible for managing their internal special situation equity fund.

Our strategy is focused on attractively priced stocks even those outside our benchmark. 

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INVESTMENT APPROACH

Our Core Equity team seeks to invest in companies in sound financial condition with equities priced below our fair value estimate.

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