Our culture.
At the heart of our organization are seasoned, sophisticated investors who can bring creative, unconventional solutions and investment opportunities to our clients, where we can invest alongside them.
What we are not, is a firm that is so large that we are forced to index our clients’ portfolios, limit their ability to access senior investment managers or become impersonal in our dealings. We have no affiliation with any bank, investment bank or other financial institution, and avoid conflicts of interest.
What we are is an independent, experienced and sophisticated team of 25 analysts, portfolio managers and partners with an entrepreneurial spirit. Small enough to be accessible, our focus is disciplined, fundamental investment research built on a philosophy of value and active risk management, which includes a global investment offering that sets us apart.
We have worked with high-net-worth clients for over 30 years, and are intimately aware of their needs. Our clients are well defined and our sole focus.
Finally, our investment track record has met the test of time, encompassing five major business and economic cycles. In recent years, arguably among the most challenging investing environments in several decades, we delivered both investment performance and protected our clients’ capital.