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 withinthe 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.
Investment Advisors
An SEC-registered investment advisory firm, serves a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. As one investment team, our Investment Advisors manages multiple equity and fixed income strategies with a shared culture of risk awareness and responsibility, but explicit accountability for investment decisions — leveraging the benefits of a team without the baggage of a committee.
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