Investment Philosophy

We pair this partnership with our active investment philosophy, which means that market sentiment does not drive our decision making. Rather than follow the crowd, we take a hands-on role in buy, sell and hold decisions to drive long-term returns through earnings and valuation. With this philosophy we leverage our experience, discipline and conviction to pursue opportunity for you. Our team is patient and deliberate in our long-term investment strategy and independent analysis. We are not afraid to be transparent about our investment convictions by bringing a distinct viewpoint to the table.

This proactive partnership and active investment philosophy are the foundation of our process. We invest directly in the equity and fixed income securities of individual quality, publicly traded businesses within separately managed client accounts. We generate, research, and monitor all of our investment ideas in-house, working directly with you and your portfolio.