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Founded in 1981, we are an independent employee-owned investment manager with a 35+ year history. We are value investors in public equity securities across various market caps and currently manage 4 equity products: All Cap, S&P 500 Active, SMID Cap and US Large Cap Value.

Our Investment Philosophy

  • We seek to buy companies where the current valuation is disconnected from long-term prospects
  • We prefer business models that can be highly scalable, profitable and defensible
  • We have an unwavering focus on managing risk and capital preservation





All Cap

Large Cap Core

US Large Cap Value


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