Investment Management
A consistent, repeatable, and time-tested approach to portfolio managment
We offer a number of equity and taxable/tax-exempt fixed income investment strategies,and manage by a team of investment profesionals whose considerable depth and breadth of experience within the capital markets allows for a truely unique persepective.
Long-Term Approach to Investing
We consider ourselves to be investors, not traders, as demonstrated by our low turnover across strategies.
Active Portfolio Management
We strive to add value for our clients beyond returns that can be achieved through passive, index-based investing. Our high Active Share and focused portfolios illustrate the conviction we place in our research-based approach.
Delivering on Risk
We seek to achieve favorable risk-adjusted returns through disciplined portfolio management. Integrated throughout our investment process are checks and balances, risk awareness and accountability to the highest levels of the firm.
