Investment excellence is not solely or even primarily about industry knowledge and proprietary research. Equally, if not more important in the pursuit of excellence, is passion. Portfolio managers who love what they do are most likely to excel in meeting clients’ investment goals.  We have built our company and impressive performance records in equity and fixed-income management by developing teams of such individuals.

The Right People

Wholeheartedly devoted to successful investing, our traders, analysts and portfolio managers combine a penchant for challenging “conventional wisdom” with a zeal for discovering new and exciting investment opportunities. Well-educated, competitive and results-oriented by nature, they accept individual responsibility and thrive on the challenge of surpassing expectations. Realistic and practical, they recognize that working as a team can add value for our clients.

The Right Environment

To allow these self-motivated, challenge-seeking individuals to do their best, we provide a guiding framework of investment principles, but allow them the freedom to evolve their own unique strategies for gathering information and generating new ideas, which are then reviewed in a highly Socratic process. This respectful but frank questioning by the entire investment team cultivates continual learning from one another. It also is key to identifying any weaknesses of our proprietary research before we commit our clients’ dollars.

Finally, we set clear performance expectations. Our managers focus not only on outpacing appropriate benchmarks but also on achieving superior absolute and relative returns in all market conditions.