Firm Philosophy

We believe in long-term relationships which are based on trust, respect and
uncompromising integrity. Read More…

Your Investment Profile

We are committed to building and shaping each client relationship, whether an individual, a family group, an institution or a charitable organization.

Research Discipline

Our research process and that of our portfolio managers is sophisticated and pragmatic, drawing on both fundamental and technical research. Having this expertise in-house provides us with the confidence to challenge the consensus.

Our History

It is our chemistry, mutual trust, respect and discipline that bind our team members-for over two decades in some cases. This relationship laid the groundwork for the type of firm we are today.

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