We provide investment management services to institutions on a sub-advisory basis or through separately managed accounts (SMAs). In addition to tailored accounts for private institutions and foundations, we manage financial institution and insurance accounts in sub-advisory relationships.

Services are tailored to each client’s investment mandate. Each portfolio is focused in 30 to 50 high quality, undervalued stocks.  Our long-term approach is supported by our fundamental bottom-up analysis of each company which drives our investment process; sector and industry diversification play a secondary, supportive role.

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Investing in securities involves risk of loss that clients should be prepared to bear. Click here for a description of specific risks related to our investment strategies.