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
Large Cap Core
US Large Cap Value