Our firm manages investments for individuals and families, businesses, and non-profit organizations. We apply a comprehensive, rigorous, approach and balance this with independent research and insight.

We take great pride in our heritage of being both entrepreneurs and investment professionals. Our management team members collectively have over 100 years of business experience extending across multiple generations, complementary backgrounds, and diverse perspectives on asset management.

The Value and Growth-at-a-Reasonable-Price styles of investing are the cornerstone of our investment approach. While global markets oscillate, we endeavor to produce exceptional long-term investment returns.