Explore Our Strategies
Small cap strategies
Core equity strategies
Small cap strategies are available in either pooled or separately managed vehicles. Please contact us for further information.
OUR INVESTING PHILOSOPHY
We invest in industry leaders that:
- Demonstrate an enduring competitive advantage
- Have business models that create wealth over an economic cycle
- Led by management teams with shareholder alignment, a proven ability to execute, and a focus on governance considerations and sustainability to reduce long-term risk to investors
Our subjective evaluation of management teams is a critical step in our process—and has many times proven to be the most effective part of our bottom-up fundamental process. We believe that aligning ourselves with exceptional management teams is absolutely critical to delivering long-term results.
All of our proprietary internally-generated research has resulted from experienced analysts rolling up their sleeves to gain a true understanding of the businesses to which we have committed our client capital.