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MATT HEREFORD, CFA

Vice President & Principal
Portfolio Manager, Core Equity

  • Management Committee Member 
  • BBA, University of Mississippi
  • 23 Years Investment Experience

Prior to joining the firm in 2002, Mr. Hereford was a portfolio manager with Invesco where he was responsible for managing their concentrated equity portfolio.

We are sector agnostic in stock selection, looking for high quality stocks across capitalizations.

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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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